Lam ResearchLRCX

13F holders, Q2 2025 (June 30)
1,844holders +86
214new positions
133sold out
13famous investors
$97.31avg. 13F price*

At the end of Q2 2025, 1,844 institutions reported holding Lam Research Corp. (LRCX) in their 13F filings, up 86 from Q1 2025. 214 opened new positions and 133 sold out. The largest holders were Vanguard Group Inc. ($12.7B), BlackRock, Inc. ($11.9B) and State Street Corp. ($5.8B). 13 famous investors held it, including Jeremy Grantham (2.9% of GMO's portfolio), Philippe Laffont (2.8% of Coatue Management's portfolio) and Chase Coleman (1.5% of Tiger Global Management's portfolio).

Company
Lam Research Corp.
Sector
Technology
CUSIP
512807306
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 3Q1 2024Q2 2024: 5Q2 2024Q3 2024: 132Q3 2024Q4 2024: 1,607Q4 2024Q1 2025: 1,758Q1 2025Q2 2025: 1,844Q2 2025Q3 2025: 2,077Q3 2025Q4 2025: 2,362Q4 2025Q1 2026: 2,620Q1 2026Q2 2026: 3,116Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions214$798.2M
Exits133$619.1M

All 13F filers, Q1 2025 → Q2 2025: 75,192,846 shares bought and 65,127,612 shares sold, net +10,065,234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,844 holders

Vanguard Group Inc. 0.21% Add +1.1% 130,609,265 $12.7B
BlackRock, Inc. 0.23% Reduce -1.3% 122,202,650 $11.9B
State Street Corp. 0.22% Add +1.1% 59,551,547 $5.8B
JPMorgan Chase & Co. 0.27% Add +14.4% 40,622,437 $4.0B
Geode Capital Management, LLC 0.23% Add +3.5% 33,802,736 $3.3B
Ameriprise Financial Inc. 0.73% Reduce -11.1% 30,440,197 $3.0B
FMR LLC 0.14% Reduce -23.6% 25,651,454 $2.5B
Norges Bank 0.24% Reduce -1.6% 19,463,578 $1.9B
Morgan Stanley 0.12% Reduce -6.3% 19,063,639 $1.9B
Invesco Ltd. 0.30% Add +3.4% 17,919,290 $1.7B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.30% Add +12.1% 14,995,794 $1.5B
Northern Trust Corp. 0.20% Reduce -2.0% 14,573,447 $1.4B
Goldman Sachs Group Inc. 0.22% Add +46.8% 13,906,612 $1.4B
Bank of America Corp. 0.09% Add +7.8% 11,875,468 $1.2B
Legal & General Group Plc 0.26% Add +3.3% 10,879,674 $1.1B
Bank of New York Mellon Corp 0.20% Reduce -4.6% 10,606,659 $1.0B
Amundi 0.36% Reduce -11.2% 10,777,072 $1.0B
Nordea Investment Management AB 0.95% Add +34.1% 10,594,574 $1.0B
Coatue Management 2.85% Add +28.0% 10,507,492 $1.0B
UBS Group AG 0.20% Reduce -5.4% 9,876,133 $961.3M
Artisan Partners Limited Partnership 1.43% Add +35.4% 9,849,868 $958.8M
GMO 2.85% Add +12.6% 9,677,640 $942.0M
Nuveen, LLC 0.25% Add +10.7% 9,202,568 $895.8M
Charles Schwab Investment Management Inc. 0.15% Add +1.9% 9,057,190 $881.6M
Pictet Asset Management Holding SA 0.87% Add +9.0% 8,824,976 $859.0M
Alkeon Capital Management LLC 4.02% Add +6.9% 8,504,456 $827.8M
Winslow Capital Management, LLC 2.70% Add +7.0% 8,310,124 $808.9M
Barclays PLC 0.30% Add +21.1% 7,738,427 $753.3M
Janus Henderson Group PLC 0.35% Add +0.4% 7,421,772 $722.4M
FIL Ltd 0.59% Add +2.5% 7,108,442 $691.9M
T. Rowe Price Associates Inc. 0.08% Add +19.9% 6,879,899 $669.7M
Citadel Advisors 0.55% Reduce -4.3% 6,369,307 $620.0M
Dimensional Fund Advisors LP 0.14% Reduce -2.0% 6,368,143 $619.9M
Franklin Resources Inc. 0.17% Add +1.1% 6,359,361 $619.0M
Van Eck Associates Corp. 0.68% Add +49.2% 6,140,267 $597.7M
Citigroup Inc. 0.40% Add +12.3% 5,845,471 $569.0M
Wells Fargo & Company 0.12% Reduce -2.2% 5,809,189 $565.5M
Tiger Global Management 1.50% Add +18.9% 5,260,328 $512.0M
Deutsche Bank AG 0.17% Add +20.9% 4,864,498 $473.5M
Rafferty Asset Management, LLC 1.53% Add +32.4% 4,754,011 $462.8M
Massachusetts Financial Services Co. 0.14% Reduce -5.1% 4,496,884 $437.7M
BNP Paribas Financial Markets 0.33% Reduce -18.0% 4,267,972 $415.4M
Royal Bank of Canada 0.07% Add +24.6% 3,933,581 $382.9M
Swiss National Bank 0.23% Add +7.1% 3,885,700 $378.2M
First Trust Advisors LP 0.30% Add +19.8% 3,842,815 $374.1M
Alliancebernstein L.P. 0.12% Add +4.1% 3,740,029 $364.1M
Envestnet Asset Management Inc. 0.10% Add +12.1% 3,495,415 $340.2M
National Pension Service 0.29% Add +7.5% 3,421,664 $333.1M
Sumitomo Mitsui Trust Group, Inc. 0.20% Add +1.5% 3,235,709 $315.0M
Boston Partners 0.35% Add +36.4% 3,205,478 $312.0M
Swedbank AB 0.34% Reduce -2.8% 3,142,714 $305.9M
DNB Asset Management AS 1.27% Add +22.0% 3,140,813 $305.7M
PNC Financial Services Group, Inc. 0.19% Add +0.7% 3,074,962 $299.3M
Sei Investments Co. 0.34% Add +17.4% 3,049,460 $296.8M
HSBC Holdings PLC 0.19% Add +0.3% 3,042,785 $296.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.24% Add +8.4% 3,024,553 $294.4M
Voya Investment Management LLC 0.33% Add +381.2% 2,985,059 $290.6M
TD Asset Management Inc 0.25% Add +9.2% 2,952,409 $287.4M
Bank Julius Baer & Co. Ltd, Zurich 0.80% Add +40.1% 2,758,497 $268.5M
Raymond James Financial Inc. 0.09% Reduce -4.8% 2,745,219 $267.2M
Oaktop Capital Management Ii, L.P. 28.18% No change 2,691,460 $262.0M
Capital Research Global Investors 0.05% Reduce -35.3% 2,620,657 $255.1M
Rhumbline Advisers 0.21% Reduce -1.3% 2,561,919 $249.4M
Montrusco Bolton Investments Inc. 2.71% Add +48.4% 2,561,424 $244.2M
NorthCoast Asset Management LLC 1.01% Add +2.3% 2,432,504 $236.8M
Principal Financial Group Inc. 0.12% Reduce -0.1% 2,394,834 $233.1M
Allianz Asset Management GmbH 0.30% Add +4.0% 2,316,879 $225.5M
ProShare Advisors LLC 0.44% Add +4.5% 2,266,184 $220.6M
American Century Companies Inc. 0.12% Add +34.6% 2,203,937 $214.5M
California Public Employees Retirement System 0.13% Reduce -21.3% 2,169,202 $211.2M
Canada Pension Plan Investment Board 0.18% Reduce -19.7% 2,166,870 $210.9M
National Bank of Canada 0.23% Add +12.6% 2,155,423 $209.8M
Epoch Investment Partners, Inc. 1.04% Add +9.7% 2,056,676 $200.2M
California State Teachers Retirement System 0.22% Add +0.3% 2,045,341 $199.1M
Millennium Management 0.17% Reduce -10.3% 1,939,007 $188.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.34% Add +11.5% 1,930,945 $188.0M
William Blair Investment Management, LLC 0.49% Reduce -42.6% 1,908,368 $185.8M
Victory Capital Management Inc. 0.12% Reduce -0.8% 1,890,335 $184.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.45% Reduce -51.6% 1,881,738 $183.2M
Blue Whale Capital LLP 11.98% Add +1.9% 1,879,528 $183.0M
Neuberger Berman Group LLC 0.14% Reduce -1.8% 1,863,899 $181.4M
Robeco Institutional Asset Management B.V. 0.29% Add +94.8% 1,854,296 $180.5M
M&G PLC 1.02% Add +254.1% 1,835,912 $178.1M
Corient Private Wealth LP 0.24% Reduce -1.1% 1,823,595 $177.5M
Heard Capital LLC 8.91% Reduce -8.1% 1,752,190 $170.6M
Mackenzie Financial Corp. 0.22% Add +11.2% 1,740,647 $169.4M
Lord, Abbett & Co. LLC 0.57% Reduce -9.9% 1,739,295 $169.3M
Russell Investments Group, Ltd. 0.21% Reduce -22.2% 1,706,514 $166.1M
Bridgewater Associates 0.64% Reduce -16.4% 1,638,780 $159.5M
New York State Common Retirement Fund 0.21% Add +0.1% 1,608,772 $156.6M
Acadian Asset Management LLC 0.32% Add +669.1% 1,592,753 $155.0M
Marshall Wace, LLP 0.18% Add +77.5% 1,502,100 $146.2M
AQR Capital Management 0.12% Add +63.6% 1,484,481 $144.1M
Erste Asset Management GmbH 1.19% Add +14.4% 1,443,713 $140.4M
Adage Capital Partners Gp, L.L.C. 0.23% Reduce -0.3% 1,407,920 $137.0M
Bank of Montreal 0.07% Add +12.6% 1,400,232 $136.3M
Polar Capital Holdings Plc 0.71% New 1,391,611 $135.5M
Prudential Financial Inc. 0.17% Add +3.9% 1,370,288 $133.4M
Manufacturers Life Insurance Company, The 0.12% Reduce -8.6% 1,358,922 $132.3M
Danske Bank A/S 0.32% Add +39.7% 1,332,026 $129.7M
LPL Financial LLC 0.04% Add +12.6% 1,301,501 $126.7M
Mirae Asset Global Investments Co., Ltd. 0.44% Reduce -2.6% 1,293,768 $125.9M
HM Payson & Co. 1.99% Add +11.4% 1,293,129 $125.9M
DJE Kapital AG 3.05% Add +258.3% 1,294,931 $125.8M
Arrowstreet Capital, Limited Partnership 0.09% New 1,286,887 $125.3M
State Board of Administration of Florida Retirement System 0.22% Add +0.7% 1,271,816 $123.8M
Los Angeles Capital Management LLC 0.46% Add +68.8% 1,254,343 $122.1M
Captrust Financial Advisors 0.27% Add +3.2% 1,222,223 $119.0M
Homestead Advisers Corp 2.62% Add +0.3% 1,135,700 $110.5M
Man Group plc 0.24% Add +84.7% 1,128,747 $109.9M
Zurich Insurance Group Ltd 0.84% Add +9.9% 1,122,432 $109.3M
Bank of Nova Scotia 0.22% Add +65.3% 1,120,512 $109.1M
Worldquant Millennium Advisors LLC 0.52% Add +23.8% 1,082,312 $105.4M
HighTower Advisors, LLC 0.13% Add +7.9% 1,076,575 $104.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.20% Reduce -12.4% 1,076,576 $104.8M
Assenagon Asset Management S.A. 0.17% Add +23.9% 1,075,091 $104.6M
Menora Mivtachim Holdings LTD. 0.59% No change 1,059,280 $103.1M
NZS Capital, LLC 3.49% Add +13.2% 1,054,878 $102.7M
New York State Teachers Retirement System 0.21% Add +5.6% 1,044,815 $101.7M
Candriam S.C.A. 0.58% Add +23.6% 1,030,267 $100.3M
Aberdeen Group plc 0.17% Add +6.4% 1,013,051 $98.7M
Natixis 0.49% Reduce -9.7% 1,013,403 $98.6M
Ensign Peak Advisors, Inc 0.17% Add +63.4% 1,003,847 $97.7M
Eventide Asset Management, LLC 1.70% Add +35.2% 996,897 $97.3M
Mariner, LLC 0.14% Add +2.6% 975,510 $95.0M
Korea Investment CORP 0.21% Add +3.7% 973,557 $94.8M
Caisse de depot et placement du Quebec 0.20% Reduce -2.2% 972,820 $94.7M
Associated Banc-Corp 2.67% Add +0.5% 968,302 $94.3M
Aviva PLC 0.19% Reduce -3.6% 967,245 $94.2M
Holocene Advisors, LP 0.22% Reduce -41.6% 909,420 $88.5M
Mitsubishi UFJ Trust & Banking Corp 0.20% Add +3.4% 898,951 $87.5M
Glenmede Investment Management, LP 0.44% — 885,080 $86.2M
Schroder Investment Management Group 0.07% Reduce -59.9% 876,645 $85.3M
Clal Insurance Enterprises Holdings Ltd 0.84% Reduce -43.1% 870,000 $84.9M
Teewinot Capital Advisers, L.L.C. 6.91% Add +73.8% 863,463 $84.0M
KBC Group NV 0.22% Add +6.0% 849,039 $82.6M
Jennison Associates LLC 0.05% Reduce -0.0% 844,643 $82.2M
Guggenheim Capital LLC 0.66% Add +4.1% 833,227 $81.1M
Panagora Asset Management Inc. 0.37% Add +1.4% 832,578 $81.0M
Stifel Financial Corp. 0.08% Add +18.6% 832,430 $81.0M
Susquehanna International Group, LLP 0.12% Reduce -41.2% 822,170 $80.0M
Crosslink Capital Inc. 4.52% Add +17.9% 815,840 $79.4M
Ossiam 0.89% Add +40.0% 810,922 $78.9M
AXA S.A. 0.22% Add +26.0% 793,787 $77.3M
Storebrand Asset Management As 0.22% Reduce -48.8% 775,023 $75.4M
Toronto Dominion Bank 0.16% Reduce -41.1% 770,153 $75.0M
Jupiter Asset Management Ltd. 0.62% Add +971.9% 766,339 $74.6M
Truist Financial Corp. 0.11% Add +93.9% 763,628 $74.3M
Northwestern Mutual Wealth Management Co. 0.05% Add +8.7% 740,049 $72.0M
Platinum Investment Management Ltd. 4.75% Reduce -35.9% 733,193 $71.4M
Freestone Grove Partners LP 0.54% Reduce -54.5% 728,322 $70.9M
Parnassus Investments, LLC 0.16% Reduce -5.8% 728,028 $70.9M
Skye Global Management LP 1.51% Reduce -27.4% 728,000 $70.9M
Jacobs Levy Equity Management, Inc. 0.28% Reduce -77.5% 723,214 $70.4M
Royal London Asset Management Ltd. 0.16% Reduce -3.1% 711,159 $69.2M
Triple Frond Partners LLC 7.78% No change 706,615 $68.8M
Treasurer of the State of North Carolina 0.22% Add +14.1% 698,631 $68.0M
Artemis Investment Management LLP 0.87% Add +108.7% 692,081 $67.4M
State of Wisconsin Investment Board 0.16% Reduce -19.5% 685,796 $66.8M
Chevy Chase Trust Holdings, LLC 0.19% Add +0.4% 684,215 $66.6M
APG Asset Management N.V. 0.20% Add +6.6% 796,023 $66.0M
ING Groep NV 0.40% Reduce -41.5% 676,925 $65.9M
KLP Kapitalforvaltning As 0.28% Add +2.4% 673,080 $65.6M
Atalanta Sosnoff Capital, LLC 1.33% New 672,351 $65.4M
Baird Financial Group, Inc. 0.11% Add +28.6% 667,781 $65.0M
Natixis Advisors, LLC 0.10% Reduce -7.4% 667,202 $64.9M
Andra AP-fonden 0.90% Add +15.2% 663,995 $64.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.16% Add +5.0% 660,570 $64.3M
Vaughan David Investments LLC 1.35% Add +0.1% 620,609 $60.4M
Nomura Asset Management Co. Ltd. 0.17% Add +2.0% 618,118 $60.2M
Skandinaviska Enskilda Banken AB (publ) 0.26% Reduce -11.4% 617,838 $60.1M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.41% Add +97.8% 606,375 $59.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.06% Reduce -5.8% 588,864 $57.3M
Driehaus Capital Management LLC 0.45% New 575,535 $56.0M
STRS Ohio 0.20% Reduce -2.9% 559,035 $54.4M
Public Employees Retirement System of Ohio 0.18% Reduce -1.3% 552,867 $53.8M
Asset Management One Co., Ltd. 0.17% Add +1.9% 552,691 $53.8M
Creative Planning 0.05% Reduce -1.2% 546,481 $53.2M
Nisa Investment Advisors, LLC 0.24% Add +28.9% 537,348 $52.4M
Quantinno Capital Management LP 0.22% Add +51.7% 532,571 $51.8M
Swiss Life Asset Management Ltd 0.31% Add +31.0% 532,330 $51.8M
QRG Capital Management, Inc. 0.45% Add +18.0% 530,452 $51.6M
Handelsbanken Fonder AB 0.18% Reduce -8.9% 530,061 $51.6M
Castleark Management LLC 1.53% Add +130.3% 522,650 $50.9M
Mercer Global Advisors Inc. 0.11% Add +13.7% 514,914 $50.1M
Commonwealth Equity Services, LLC 0.07% Add +15.1% 514,099 $50.0M
Guinness Asset Management LTD 0.87% Reduce -2.0% 497,423 $48.4M
ARS Investment Partners, LLC 3.49% Add +0.9% 492,130 $47.9M
Healthcare of Ontario Pension Plan Trust Fund 0.10% Reduce -12.7% 490,942 $47.8M
Junto Capital Management LP 1.01% New 490,491 $47.7M
Mn Services Vermogensbeheer B.V. 0.33% Reduce -1.2% 482,340 $47.0M
Value Aligned Research Advisors, LLC 2.10% Add +2141.9% 482,330 $47.0M
Pinnacle Associates Ltd. 0.67% Reduce -19.8% 476,943 $46.4M
Aware Super Pty Ltd as trustee of Aware Super 0.68% Add +5.8% 473,090 $46.1M
Flputnam Investment Management Co. 0.79% Reduce -0.9% 471,681 $45.9M
Resona Asset Management Co.,Ltd. 0.22% Add +5.8% 467,293 $45.5M
Nissay Asset Management Corp. /Japan 0.26% Add +5.3% 464,152 $45.2M
Wellington Management Group LLP 0.01% Reduce -79.8% 460,488 $44.8M
Generate Investment Management Ltd 2.47% Add +45.0% 457,467 $44.5M
State Farm Mutual Automobile Insurance Co. 0.04% No change 455,360 $44.3M
Pinebridge Investments, L.P. 0.35% Reduce -6.9% 453,746 $44.2M
Fisher Asset Management 0.02% Reduce -51.1% 449,510 $43.8M
NewEdge Wealth, LLC 0.68% Add +2.7% 440,727 $43.7M
Cerity Partners LLC 0.08% Add +3.4% 445,467 $43.4M
Focus Partners Wealth 0.09% Add +0.2% 442,905 $43.1M
Nicholas Company, Inc. 0.72% No change 442,540 $43.1M
State of New Jersey Common Pension Fund D 0.16% Reduce -1.6% 433,369 $42.2M
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1.62% Reduce -5.3% 430,667 $41.9M
US Bancorp \de 0.05% Reduce -5.6% 413,392 $40.2M
Clearbridge Investments, LLC 0.03% Reduce -47.2% 408,118 $39.7M
Teacher Retirement System of Texas 0.17% Reduce -35.7% 405,538 $39.5M
Forsta Ap-Fonden 0.26% Add +0.6% 401,300 $39.1M
Appaloosa 0.60% Reduce -20.0% 400,000 $38.9M
CIBC Asset Management Inc 0.12% Reduce -4.5% 397,326 $38.7M
Lansforsakringar Fondforvaltning AB (publ) 0.22% Reduce -7.4% 396,172 $38.6M
MetLife Investment Management, LLC 0.22% Reduce -1.4% 384,122 $37.4M
Public Sector Pension Investment Board 0.16% Reduce -54.6% 382,203 $37.2M
State of Tennessee, Department of Treasury 0.13% Reduce -18.0% 379,646 $37.0M
State of Michigan Retirement System 0.19% Add +0.2% 377,100 $36.7M
Arizona State Retirement System 0.21% Reduce -0.7% 375,079 $36.5M
Cetera Investment Advisers 0.06% Add +5.1% 371,749 $36.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.21% Reduce -10.6% 371,139 $36.1M
Ceredex Value Advisors LLC 0.78% Reduce -59.4% 371,127 $36.1M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.33% Add +19.1% 365,060 $35.5M
Lido Advisors, LLC 0.19% Add +31.5% 361,014 $35.2M
Xponance LLC 0.29% Add +2.4% 355,459 $34.6M
Janney Montgomery Scott LLC 0.09% Reduce -22.7% 351,493 $34.2M
Two Sigma Advisers, LP 0.07% Add +122.7% 343,400 $33.4M
NEOS Investment Management LLC 0.41% Add +63.5% 341,035 $33.2M
Empire Life Investments Inc. 2.08% Add +19.1% 336,138 $32.7M
Trybe Capital Management LP 7.98% New 336,041 $32.7M
Calamos Advisors LLC 0.20% Add +0.1% 335,595 $32.7M
Spinecap SAS 16.87% — 332,999 $32.4M
Wealth Enhancement Advisory Services, LLC 0.05% Add +7.1% 321,491 $31.8M
AustralianSuper Pty Ltd 0.16% New 324,996 $31.6M
Harbor Island Capital LLC 14.82% Reduce -8.6% 324,475 $31.6M
Burney Co./ 1.07% Add +10.4% 324,314 $31.6M
Crestwood Advisors Group, LLC 0.56% Reduce -5.0% 322,659 $31.4M
Nearwater Capital Markets, Ltd 0.50% New 320,000 $31.1M
1832 Asset Management L.P. 0.05% Add +574.6% 319,218 $31.1M
Federated Hermes, Inc. 0.06% Reduce -46.3% 317,034 $30.9M
Neville Rodie & Shaw Inc. 2.27% Reduce -2.6% 314,442 $30.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.16% Add +6.9% 313,711 $30.5M
Czech National Bank 0.24% Add +6.0% 312,661 $30.4M
Dana Investment Advisors, Inc. 0.98% Add +43.9% 304,407 $29.6M
Two Sigma Investments, LP 0.06% Add +18.4% 303,888 $29.6M
Daiwa Securities Group Inc. 0.11% Add +2.5% 298,003 $29.0M
Meridiem Capital Partners LP 2.08% Add +331.8% 296,553 $28.9M
McGuire Investment Group, LLC 3.68% Add +0.5% 295,928 $28.8M
Williams Jones Wealth Management, LLC. 0.34% Add +0.3% 294,764 $28.7M
Vontobel Holding Ltd. 0.09% Reduce -14.4% 291,124 $28.3M
Aquatic Capital Management LLC 0.56% New 284,732 $27.7M
Adams Diversified Equity Fund, Inc. 0.99% No change 283,900 $27.6M
Summit Street Capital Management, LLC 4.55% Reduce -4.8% 283,423 $27.6M
Rockefeller Capital Management L.P. 0.06% Add +12.9% 280,872 $27.3M
Talos Eurisko Asset Management LP 6.53% Add +32.6% 279,834 $27.2M
Amalgamated Bank 0.21% Add +2.1% 278,323 $27.1M
Vest Financial, LLC 0.38% Add +93.5% 277,326 $27.0M
Retirement Systems of Alabama 0.10% Reduce -0.5% 274,474 $26.7M
Assetmark, Inc. 0.06% Reduce -26.8% 269,937 $26.3M
Moneta Group Investment Advisors LLC 0.31% Reduce -0.8% 266,621 $26.0M
Wealth Architects, LLC 2.60% Reduce -0.4% 263,334 $25.6M
Cibc World Market Inc. 0.06% Add +35.3% 263,166 $25.6M
Deroy & Devereaux Private Investment Counsel Inc. 1.39% Add +0.1% 263,089 $25.6M
Empowered Funds, LLC 0.29% Add +39.2% 261,016 $25.4M
Pathstone Holdings, LLC 0.10% Reduce -4.6% 256,016 $25.1M
IFM Investors Pty Ltd 0.24% Add +2.6% 255,545 $24.9M
Braun Stacey Associates Inc. 0.90% Reduce -14.9% 254,993 $24.8M
GF Fund Management Co. LTD. 0.50% Add +2.6% 254,752 $24.8M
Osaic Holdings, Inc. 0.04% Add +8.2% 258,806 $24.7M
Penserra Capital Management LLC 0.34% Add +2.3% 250,963 $24.4M
Capco Asset Management, LLC 5.10% Reduce -0.2% 249,290 $24.3M
Verition Fund Management LLC 0.14% Reduce -63.3% 246,944 $24.0M
UniSuper Management Pty Ltd 0.16% Reduce -3.8% 246,761 $24.0M
Silvercrest Asset Management Group LLC 0.16% Add +37.4% 245,421 $23.9M
Allspring Global Investments Holdings, LLC 0.04% Add +8.3% 246,691 $23.9M
Comerica Bank 0.09% Reduce -1.4% 244,627 $23.8M
Gradient Investments LLC 0.43% Add +4.5% 244,452 $23.8M
CI Investments Inc. 0.09% Add +0.1% 239,560 $23.3M
Foster Victor Wealth Advisors, LLC 1.58% Reduce -10.2% 233,152 $23.3M
Huntington National Bank 0.20% Reduce -5.6% 238,153 $23.2M
Varma Mutual Pension Insurance Co 0.17% Reduce -6.4% 238,030 $23.2M
Four Tree Island Advisory LLC 16.06% Reduce -8.2% 234,544 $22.8M
Phoenix Financial Ltd. 0.30% Reduce -8.0% 231,346 $22.6M
Fuller & Thaler Asset Management, Inc. 0.08% Add +1.9% 231,458 $22.5M
USS Investment Management Ltd 0.14% Add +1.0% 228,909 $22.3M
Zacks Investment Management 0.19% Add +2036.7% 228,497 $22.2M
Lazard Asset Management LLC 0.03% Reduce -0.1% 227,086 $22.1M
Nippon Life Global Investors Americas, Inc. 0.97% Add +5.9% 226,140 $22.1M
Macquarie Group Ltd. 0.03% Reduce -7.0% 222,091 $21.6M
Pacer Advisors, Inc. 0.06% Reduce -0.0% 220,953 $21.5M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.61% Add +8.5% 220,493 $21.5M
Manchester Global Management (UK) Ltd 3.09% New 220,436 $21.5M
Caxton Associates LLP 0.55% Add +6566.1% 219,048 $21.3M
Polar Asset Management Partners Inc. 0.72% New 218,970 $21.3M
Point72 (DIFC) Ltd 1.69% Add +13.7% 218,100 $21.2M
Badgley Phelps Wealth Managers, LLC 0.47% Reduce -2.0% 217,038 $21.2M
Utah Retirement Systems 0.21% Reduce -0.8% 211,522 $20.6M
Banco Santander, S.A. 0.19% Reduce -7.3% 210,443 $20.5M
Paradiem, LLC 5.06% New 205,809 $20.0M
Baker Avenue Asset Management, LP 0.57% Reduce -2.2% 204,749 $19.9M
Walleye Capital LLC 0.20% Reduce -44.1% 203,196 $19.8M
Vanguard Personalized Indexing Management, LLC 0.22% Add +4.8% 202,727 $19.7M
Distillate Capital Partners LLC 1.05% Reduce -31.8% 201,166 $19.6M
Davidson Kempner Capital Management LP 0.46% Reduce -20.0% 200,000 $19.5M
Police & Firemen's Retirement System of New Jersey 0.18% Add +3.8% 194,171 $18.9M
Trexquant Investment LP 0.21% Reduce -73.1% 193,032 $18.8M
B. Metzler seel. Sohn & Co. AG 0.18% Add +45.5% 192,618 $18.7M
New York Life Investment Management LLC 0.18% Add +0.8% 192,258 $18.7M
Ethic Inc. 0.33% Add +2.0% 187,307 $18.2M
Squarepoint Ops LLC 0.04% Reduce -40.8% 184,991 $18.0M
Ieq Capital, LLC 0.11% Reduce -1.4% 182,546 $17.8M
Banque Pictet & Cie SA 0.18% Reduce -7.4% 182,486 $17.8M
Schonfeld Strategic Advisors LLC 0.13% Reduce -79.3% 180,407 $17.6M
Mutual of America Capital Management LLC 0.19% Reduce -1.7% 180,391 $17.6M
Tidal Investments LLC 0.11% Add +44.0% 179,755 $17.5M
OP Asset Management Ltd 0.25% Add +1.6% 177,070 $17.2M
Shelton Capital Management 0.39% Reduce -2.8% 175,361 $17.1M
Profund Advisors LLC 0.61% Add +5.2% 174,980 $17.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Add +21.7% 172,525 $16.8M
Cozad Asset Management Inc. 1.46% Add +6.2% 171,090 $16.7M
Public Employees Retirement Association of Colorado 0.06% Reduce -2.5% 168,753 $16.4M
Linscomb Wealth, Inc. 0.75% Reduce -0.3% 167,083 $16.3M
Raiffeisen Bank International AG 0.24% Add +11.3% 168,621 $16.2M
D. E. Shaw & Co. 0.02% Reduce -44.9% 165,815 $16.1M
Coldstream Capital Management Inc. 0.26% Add +102.2% 164,770 $16.0M
J.P. Marvel Investment Advisors, LLC 2.58% Reduce -0.0% 164,520 $16.0M
LMR Partners LLP 0.37% Reduce -27.0% 164,500 $16.0M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -5.3% 164,490 $16.0M
Eldred Rock Partners, LLC 4.79% Reduce -5.1% 161,946 $15.8M
Science & Technology Partners, L.P. 4.11% Add +67.6% 161,000 $15.7M
Louisiana State Employees Retirement System 0.28% Reduce -1.1% 161,000 $15.7M
Benjamin Edwards Inc. 0.20% Add +2.0% 160,459 $15.6M
Hosking Partners LLP 0.62% Reduce -0.8% 160,298 $15.6M
O'shaughnessy Asset Management, LLC 0.11% Reduce -1.4% 159,564 $15.5M
Van Hulzen Asset Management, LLC 1.29% Add +181.9% 158,943 $15.5M
Yousif Capital Management, LLC 0.17% Reduce -1.1% 158,816 $15.5M
Lombard Odier Asset Management (Europe) Ltd 1.36% Add +252.8% 158,512 $15.4M
Advisory Services Network, LLC 0.25% Add +11.3% 162,346 $15.4M
First Merchants Corp. 0.59% Reduce -13.6% 157,273 $15.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.14% Add +1.8% 155,078 $15.1M
Nemes Rush Group LLC 1.64% Add +6.6% 154,980 $15.1M
Envestnet Portfolio Solutions, Inc. 0.06% Add +0.9% 154,694 $15.1M
Fifth Third Bancorp 0.05% Reduce -2.6% 153,605 $15.0M
South Dakota Investment Council 0.29% No change 153,139 $14.9M
Vinva Investment Management Ltd 0.39% Add +58.3% 152,849 $14.9M
Kestra Advisory Services, LLC 0.07% Add +8.4% 152,233 $14.8M
Genus Capital Management Inc. 1.86% New 148,720 $14.5M
iA Global Asset Management Inc. 0.21% Add +0.2% 146,206 $14.2M
Federation des caisses Desjardins du Quebec 0.06% Reduce -48.1% 145,461 $14.2M
GAM Holding AG 0.99% Add +35.0% 144,036 $14.0M
State of Alaska, Department of Revenue 0.15% Reduce -4.4% 143,800 $14.0M
MML Investors Services, LLC 0.04% Add +46.7% 143,045 $13.9M
Tower Bridge Advisors 1.47% Reduce -2.0% 138,551 $13.5M
Employees Provident Fund Board 0.11% Reduce -0.4% 135,000 $13.1M
Level Four Advisory Services, LLC 0.48% Add +8.8% 134,432 $13.1M
Twin Tree Management, LP 0.33% Reduce -59.1% 133,846 $13.0M
Sanctuary Advisors, LLC 0.08% Add +5.7% 131,129 $12.8M
Harber Asset Management LLC 4.15% Add +49.1% 130,796 $12.7M
Cullen/Frost Bankers, Inc. 0.16% Add +0.3% 130,061 $12.7M
First Citizens Bank & Trust Co. 0.23% Add +6.7% 130,025 $12.7M
Maytus Capital Management, LLC 2.27% Reduce -35.7% 126,698 $12.3M
Bowie Capital Management, LLC 0.58% Add +121.5% 126,003 $12.3M
Thrivent Financial for Lutherans 0.03% Add +29.6% 125,693 $12.2M
Arvest Bank Trust Division 0.71% Reduce -27.6% 125,434 $12.2M
Napean Trading & Investment Co (Singapore) PTE Ltd 3.20% Reduce -37.6% 123,952 $12.1M
HB Wealth Management, LLC 0.10% Add +9.1% 123,574 $12.0M
Great Lakes Advisors, LLC 0.10% Reduce -4.9% 123,088 $12.0M
Baker Ellis Asset Management LLC 1.64% Reduce -1.1% 122,905 $12.0M
Midwest Trust Co 0.16% — 121,059 $11.8M
Gateway Investment Advisers LLC 0.13% Add +8.2% 120,637 $11.7M
Graham Capital Management, L.P. 0.36% Add +26.6% 120,407 $11.7M
Wealthfront Advisers LLC 0.03% Reduce -13.3% 120,036 $11.7M
ASR Vermogensbeheer N.V. 0.15% Reduce -0.4% 119,625 $11.6M
Brevan Howard Capital Management LP 0.13% Add +12.6% 118,725 $11.6M
Black Creek Investment Management Inc. 0.53% Add +358.7% 118,269 $11.5M
Carderock Capital Management Inc. 2.95% Add +8.6% 118,243 $11.5M
Seizert Capital Partners, LLC 0.51% Add +23.3% 118,191 $11.5M
Balyasny Asset Management L.P. 0.03% Reduce -91.8% 116,233 $11.3M
Generali Asset Management SPA SGR 0.25% Reduce -29.6% 114,369 $11.1M
Crossmark Global Holdings, Inc. 0.18% Reduce -8.3% 114,247 $11.1M
Avanza Fonder AB 0.33% Add +5.0% 114,219 $11.1M
YHB Investment Advisors, Inc. 0.85% Reduce -0.3% 113,424 $11.0M
Oregon Public Employees Retirement Fund 0.19% Add +0.2% 110,509 $10.8M
GDS Wealth Management 0.78% Add +42.6% 110,215 $10.7M
Winmill & Co. Inc. 2.95% No change 109,000 $10.6M
Nilsine Partners, LLC 1.07% Reduce -15.2% 108,770 $10.6M
Investment Management Corp of Ontario 0.15% Add +90.3% 108,638 $10.6M
Viking Fund Management LLC 1.43% No change 107,000 $10.4M
Insight Wealth Strategies, LLC 1.32% Add +1.7% 107,553 $10.4M
Livforsakringsbolaget Skandia, Omsesidigt 0.45% Add +35.2% 106,350 $10.4M
Norinchukin Bank, The 0.15% Add +4.2% 106,000 $10.3M
D.A. Davidson & Co. 0.07% Add +2.3% 105,407 $10.3M
Systematic Alpha Investments, LLC 0.36% Add +0.0% 104,381 $10.2M
Jackson Wealth Management, LLC 1.08% Reduce -0.8% 102,259 $10.0M
Baldwin Investment Management, LLC 1.20% Add +0.4% 101,768 $9.9M
Moore Capital Management, LP 0.21% New 101,500 $9.9M
Peregrine Investment Management Inc. 6.30% Reduce -22.4% 101,360 $9.9M
Stratos Wealth Partners, LTD. 0.13% Add +0.2% 101,251 $9.9M
Apriem Advisors 1.04% Reduce -15.4% 100,743 $9.8M
Teachers Retirement System of the State of Kentucky 0.08% Add +1.4% 100,721 $9.8M
Fusion Capital, LLC 3.35% Add +2.6% 100,561 $9.8M
NewEdge Advisors, LLC 0.05% Add +2.7% 100,528 $9.8M
Violich Capital Management, Inc. 1.37% No change 100,250 $9.8M
M&T Bank Corp 0.03% Reduce -7.7% 100,150 $9.7M
SummitTX Capital, L.P. 0.43% Reduce -61.1% 99,836 $9.7M
Nomura Holdings Inc. 0.08% Reduce -19.4% 98,929 $9.6M
Fiduciary Trust Co 0.12% Reduce -1.4% 98,463 $9.6M
Laffer Tengler Investments, Inc. 2.04% Reduce -8.4% 98,305 $9.6M
LMCG Investments, LLC 0.60% Reduce -4.8% 98,260 $9.6M
Glenview Trust Co 0.16% Add +11.8% 97,567 $9.5M
Texas Capital Bank Wealth Management Services Inc 0.89% Reduce -7.1% 97,509 $9.5M
Advisors Capital Management, LLC 0.13% Reduce -0.5% 97,091 $9.5M
Groupama Asset Managment 0.16% Reduce -5.2% 96,484 $9.4M
LSV Asset Management 0.02% Add +0.3% 96,280 $9.4M
Capitolis Liquid Global Markets LLC 0.07% Reduce -49.2% 95,000 $9.2M
Taylor Hoffman Capital Management LLC 3.16% Add +2.3% 94,945 $9.2M
Venture Visionary Partners LLC 0.35% Reduce -1.9% 94,854 $9.2M
Fiera Capital Corp 0.03% New 94,653 $9.2M
SG Americas Securities, LLC 0.04% Reduce -86.8% 93,554 $9.1M
Sierra Summit Advisors LLC 1.60% Add +2740.5% 92,599 $9.0M
Occudo Quantitative Strategies LP 1.01% Add +55.6% 92,594 $9.0M
Horizon Investments, LLC 0.14% Add +89.8% 92,497 $9.0M
Steward Partners Investment Advisory, LLC 0.07% Add +35.2% 91,473 $8.9M
Heron Bay Capital Management 1.74% Add +9.8% 90,869 $8.8M
Point72 Italy, S.r.l. 4.34% Reduce -42.0% 90,473 $8.8M
Voloridge Investment Management, LLC 0.03% Reduce -92.2% 89,934 $8.8M
Jain Global LLC 0.14% Reduce -44.9% 88,744 $8.6M
W.G. Shaheen & Associates DBA Whitney & Co 0.85% Add +0.7% 88,743 $8.6M
Mizuho Securities USA LLC 0.18% — 88,401 $8.6M
Allworth Financial LP 0.04% Add +20.7% 88,251 $8.6M
Turtle Creek Wealth Advisors, LLC 1.01% Add +7.0% 88,090 $8.6M
Financial Partners Group, LLC 3.08% Reduce -0.4% 87,517 $8.5M
Professional Advisory Services Inc. 1.04% Reduce -3.6% 86,769 $8.4M
Himension Capital (singapore) Pte. LTD. 0.65% Reduce -20.3% 86,051 $8.4M
&partners 0.06% Add +174.9% 85,561 $8.3M
Kwmg, LLC 0.78% Add +2.1% 84,987 $8.3M
Carret Asset Management, LLC 0.87% Reduce -2.8% 83,616 $8.1M
Modera Wealth Management, LLC 0.10% Reduce -0.8% 83,362 $8.1M
Aviance Capital Partners, LLC 1.06% Add +1.1% 83,288 $8.1M
Rench Wealth Management, Inc. 2.56% Add +0.4% 83,015 $8.1M
Wolverine Trading, LLC 0.20% Add +250.2% 83,062 $8.1M
Kentucky Retirement Systems 0.23% Reduce -6.2% 82,392 $8.0M
Voleon Capital Management LP 0.44% Add +14.8% 82,252 $8.0M
Motley Fool Asset Management LLC 0.37% Add +14.5% 81,686 $8.0M
Illinois Municipal Retirement Fund 0.11% Reduce -5.5% 80,904 $7.9M
Naples Global Advisors, LLC 0.68% Add +0.2% 80,579 $7.9M
Cinctive Capital Management LP 0.44% Add +68.2% 80,539 $7.8M
Central Bank & Trust Co. 1.27% Reduce -5.0% 80,106 $7.8M
B. Riley Wealth Advisors, Inc. 0.37% Reduce -15.5% 79,282 $7.7M
Atria Investments, Inc 0.09% Add +10.1% 78,209 $7.6M
Fulcrum Capital LLC 1.61% Add +5.3% 77,988 $7.6M
Sienna Gestion 0.52% Add +9.2% 84,670 $7.5M
Hartford Investment Management Co. 0.24% Reduce -1.4% 77,162 $7.5M
Tritonpoint Wealth, LLC 0.69% Reduce -2.8% 76,168 $7.4M
Ashton Thomas Private Wealth, LLC 0.26% Reduce -3.5% 75,514 $7.4M
Amica Mutual Insurance Co. 0.71% No change 75,476 $7.3M
Sava Infond d.o.o. 1.14% Add +3.1% 75,250 $7.3M
Advisors Asset Management, Inc. 0.13% Add +15.5% 74,899 $7.3M
United Capital Financial Advisors, LLC 0.06% Reduce -5.5% 74,775 $7.3M
Sitrin Capital Management LLC 3.71% Reduce -8.8% 74,594 $7.3M
Institute for Wealth Management, LLC. 0.80% Reduce -0.3% 73,473 $7.2M
Foundations Investment Advisors, LLC 0.11% Add +6.8% 72,467 $7.1M
Socorro Asset Management LP 2.44% Reduce -23.4% 72,216 $7.0M
Diversify Wealth Management, LLC 0.43% Add +10.4% 66,446 $7.0M
Pittenger & Anderson Inc. 0.25% Add +12.8% 71,590 $7.0M
Prospera Financial Services Inc 0.13% Add +620.5% 71,133 $6.9M
Prudential PLC 0.04% Reduce -36.6% 71,086 $6.9M
Northwest Bancshares, Inc. 1.20% New 70,862 $6.9M
Van Lanschot Kempen Investment Management N.V. 0.07% Add +36.4% 70,828 $6.9M
Beacon Pointe Advisors, LLC 0.07% Reduce -8.3% 70,239 $6.8M
Heartland Advisors Inc. 0.38% New 69,803 $6.8M
Shell Asset Management Co. 0.23% Add +23.6% 69,699 $6.8M
Guinness Atkinson Asset Management Inc 3.54% Reduce -7.3% 69,422 $6.8M
MAI Capital Management 0.05% Reduce -0.3% 68,431 $6.7M
Sterling Capital Management LLC 0.09% Add +32.7% 67,681 $6.6M
Gotham Asset Management 0.04% Reduce -24.3% 67,530 $6.6M
Cwm, LLC 0.02% Add +2.1% 67,491 $6.6M
Sequoia Financial Advisors, LLC 0.04% Reduce -0.4% 67,087 $6.5M
Securian Asset Management, Inc. 0.19% Reduce -1.8% 66,805 $6.5M
McBroom & Associates, LLC 3.71% No change 89,295 $6.5M
Caisse Des Depots Et Consignations 0.27% No change 66,118 $6.4M
Gulf International Bank (UK) Ltd 0.23% Reduce -10.5% 65,826 $6.4M
Fred Alger Management, LLC 0.03% Reduce -21.4% 65,279 $6.4M
Marshall & Sullivan Inc. 3.05% Add +0.9% 65,219 $6.3M
Agf Management Ltd. 0.03% Reduce -94.7% 65,185 $6.3M
Private Advisor Group, LLC 0.03% Add +7.1% 64,994 $6.3M
Commerce Bank 0.04% Reduce -5.7% 64,288 $6.3M
Lombard Odier Asset Management (Switzerland) SA 0.32% Add +7.6% 64,230 $6.3M
Pine Valley Investments Ltd Liability Co 0.36% Reduce -62.2% 63,520 $6.2M
Zweig-DiMenna Associates LLC 0.63% New 62,672 $6.1M
Soltis Investment Advisors LLC 0.48% Reduce -0.4% 62,534 $6.1M
Siemens Fonds Invest GmbH 0.36% Add +4.0% 62,529 $6.1M
Liontrust Investment Partners LLP 0.09% Reduce -68.8% 62,418 $6.1M
Simplicity Wealth,LLC 0.25% New 62,314 $6.1M
Maryland State Retirement & Pension System 0.13% Add +3.4% 62,149 $6.0M
Silvant Capital Management LLC 0.23% Add +18.7% 62,142 $6.0M
MASTERINVEST Kapitalanlage GmbH 0.63% — 62,009 $6.0M
Quantbot Technologies LP 0.15% Add +43.7% 62,003 $6.0M
T. Rowe Price Investment Management, Inc. 0.00% Add +9.7% 61,874 $6.0M
Johnson Financial Group, Inc. 0.27% Add +5.2% 61,549 $6.0M
UMB Bank, n.a. 0.09% Add +1149.7% 61,435 $6.0M
Means Investment Co., Inc. 0.57% Reduce -3.2% 61,392 $6.0M
Whittier Trust Co. 0.07% Reduce -0.7% 61,216 $6.0M
Park Avenue Securities LLC 0.05% Add +9.0% 61,067 $5.9M
Orion Porfolio Solutions, LLC 0.05% Add +3.9% 60,378 $5.9M
ICICI Prudential Asset Management Co Ltd 0.73% Reduce -14.3% 60,150 $5.9M
New Mexico Educational Retirement Board 0.19% No change 60,130 $5.9M
Hennion & Walsh Asset Management, Inc. 0.24% Add +5.0% 60,071 $5.8M
Fort Sheridan Advisors LLC 0.83% Reduce -1.8% 59,945 $5.8M
Mainstay Capital Management LLC 0.28% Add +107.2% 59,216 $5.8M
Exchange Traded Concepts, LLC 0.07% Add +7.2% 59,088 $5.8M
F/m Investments LLC 0.21% Reduce -1.2% 59,086 $5.8M
Daiichi Life Insurance Co., Ltd. 0.16% Reduce -12.9% 58,843 $5.7M
Bailard, Inc. 0.13% Reduce -1.5% 58,762 $5.7M
Conning Inc. 0.21% Reduce -3.3% 58,610 $5.7M
Jones Financial Companies LLLP 0.00% Add +20.2% 58,054 $5.6M
River Wealth Advisors LLC 0.70% Reduce -3.8% 57,890 $5.6M
Avantax Advisory Services, Inc. 0.03% Add +22.2% 57,832 $5.6M
Oak Associates Ltd. 0.37% Add +133.9% 57,638 $5.6M
EFG Asset Management (North America) Corp. 0.79% Add +2.5% 57,427 $5.6M
Metis Global Partners, LLC 0.14% Reduce -13.3% 56,923 $5.5M
NJ State Employees Deferred Compensation Plan 0.65% Reduce -10.4% 56,650 $5.5M
ExodusPoint Capital Management, LP 0.07% Reduce -55.0% 56,124 $5.5M
Morton Community Bank 1.35% Add +2.4% 55,599 $5.4M
OMERS ADMINISTRATION Corp 0.04% Reduce -3.5% 55,394 $5.4M
Wealthcare Advisory Partners LLC 0.12% Add +0.2% 54,775 $5.3M
First Manhattan Co. Llc. 0.01% Add +622.2% 54,536 $5.3M
Bar Harbor Wealth Management 0.34% Reduce -2.2% 54,520 $5.3M
Ameritas Investment Partners, Inc. 0.17% Reduce -0.5% 53,976 $5.3M
Kingsview Wealth Management, LLC 0.09% Reduce -2.5% 53,898 $5.2M
E. Ohman J:or Asset Management AB 0.13% Reduce -4.8% 53,757 $5.2M
E Fund Management Co., Ltd. 0.25% Reduce -10.1% 53,695 $5.2M
Tower Research Capital LLC (TRC) 0.14% Reduce -1.0% 53,556 $5.2M
NorthCrest Asset Manangement, LLC 0.14% Reduce -0.4% 52,691 $5.2M
Fisher Funds Management LTD 0.12% Reduce -10.0% 53,433 $5.2M
Pacifica Partners Inc. 2.11% Add +0.2% 53,427 $5.2M
Ballentine Partners, LLC 0.08% Reduce -0.3% 52,764 $5.1M
Banque Cantonale Vaudoise 0.21% Reduce -7.2% 52,714 $5.1M
Midwest Professional Planners, LTD. 1.34% Add +1.7% 52,350 $5.1M
Nikulski Financial, Inc. 1.39% Reduce -1.1% 52,168 $5.1M
Stiles Financial Services Inc 1.75% Add +5.0% 52,122 $5.1M
Groupe la Francaise 0.08% Add +21.2% 52,053 $5.0M
Azzad Asset Management Inc. 0.54% Add +4.0% 51,494 $5.0M
Rodgers Brothers Inc. 0.63% Add +0.1% 51,475 $5.0M
Argent Trust Co 0.19% Reduce -5.0% 51,388 $5.0M
Principal Securities, Inc. 0.09% Add +66.8% 51,218 $5.0M
Vestcor Inc 0.15% Add +99.3% 50,970 $5.0M
Montag A & Associates Inc. 0.24% Add +24.4% 50,801 $5.0M
Rockline Wealth Management, LLC 1.17% Add +6.0% 50,880 $5.0M
Bokf, NA 0.08% Reduce -1.4% 50,570 $4.9M
Greenleaf Trust 0.04% Reduce -8.3% 50,525 $4.9M
Crown Advisors Management, Inc. 3.88% No change 50,000 $4.9M
Keybank National Association 0.02% Add +24.7% 49,654 $4.8M
APG Asset Management US Inc. 0.04% Add +24.9% 49,925 $4.8M
Integrated Wealth Concepts LLC 0.05% Add +10.3% 49,638 $4.8M
American Trust Investment Advisors, LLC 2.44% Reduce -14.5% 49,587 $4.8M
Arkadios Wealth Advisors 0.14% Add +2.6% 49,515 $4.8M
PFG Advisors 0.22% Add +19.8% 49,477 $4.8M
Katamaran Capital LLP 4.68% Add +0.7% 49,471 $4.8M
Plato Investment Management Ltd 0.36% Add +0.1% 49,378 $4.8M
Hohimer Wealth Management, LLC 0.85% Add +1.3% 48,509 $4.7M
Brentview Investment Management LLC 2.38% Reduce -1.7% 48,443 $4.7M
V-Square Quantitative Management LLC 0.63% Add +12.8% 48,315 $4.7M
Prime Capital Investment Advisors, LLC 0.06% Reduce -56.3% 48,096 $4.7M
AG2R La Mondiale Gestion D'actifs 0.24% No change 47,972 $4.7M
Blair William & Co. 0.01% Reduce -11.0% 47,911 $4.7M
Vident Advisory, LLC 0.05% Add +14.8% 47,865 $4.7M
Westerkirk Capital Inc. 0.57% — 47,617 $4.6M
Mission Wealth Management, LP 0.10% Reduce -9.8% 47,404 $4.6M
Point72 Europe (London) LLP 0.24% Reduce -8.0% 47,400 $4.6M
Employees Retirement System of Texas 0.04% New 47,384 $4.6M
CCM Investment Advisers LLC 0.49% Add +0.8% 47,015 $4.6M
EP Wealth Advisors, LLC 0.03% Add +9.2% 46,721 $4.5M
Capital Investment Advisors, LLC 0.08% Add +3.5% 46,711 $4.5M
Empirical Finance, LLC 0.24% Add +0.6% 46,676 $4.5M
Harbour Capital Advisors, LLC 0.96% Reduce -0.9% 45,920 $4.5M
Summit Partners Public Asset Management, LLC 0.18% Reduce -82.9% 46,500 $4.5M
CIBC Private Wealth Group LLC 0.01% Add +4.5% 46,386 $4.5M
Jump Financial, LLC 0.06% Add +104.6% 46,338 $4.5M
Kintegral Advisory, LLC 0.41% Reduce -0.1% 46,163 $4.5M
Columbia Bank 1.36% Add +3.0% 44,600 $4.5M
Atria Wealth Solutions, Inc. 0.10% Reduce -42.3% 45,077 $4.4M
Vise Technologies, Inc. 0.18% — 45,206 $4.4M
New Age Alpha Advisors, LLC 0.19% Add +238.9% 44,915 $4.4M
Meiji Yasuda Asset Management Co Ltd. 0.22% Add +75.8% 44,853 $4.4M
FAS Wealth Partners, Inc. 0.32% Add +14.3% 44,657 $4.3M
Abn Amro Investment Solutions 0.09% Reduce -2.7% 44,382 $4.3M
AE Wealth Management LLC 0.03% Add +19.2% 44,190 $4.3M
JB Capital LLC 0.21% Reduce -12.3% 44,141 $4.3M
Mather Group, Llc. 0.05% Add +15.9% 44,043 $4.3M
Green Alpha Advisors, LLC 4.06% Reduce -2.3% 43,698 $4.3M
BLI - Banque de Luxembourg Investments 0.12% New 43,700 $4.2M
Farmers Trust Co. 0.79% New 43,574 $4.2M
Fifth Third Wealth Advisors LLC 0.18% Add +10.5% 43,344 $4.2M
Valley National Advisers Inc. 0.69% Reduce -2.6% 43,272 $4.2M
Choreo, LLC 0.06% Add +0.2% 42,092 $4.2M
Perigon Wealth Management, LLC 0.10% Add +1.7% 42,589 $4.1M
Headlands Technologies LLC 0.49% Reduce -70.8% 42,433 $4.1M
Larson Financial Group LLC 0.17% Reduce -2.2% 42,332 $4.1M
Tokio Marine Asset Management Co. Ltd. 0.16% Reduce -73.7% 42,304 $4.1M
Progressive Investment Management Corp 1.05% Reduce -0.9% 42,213 $4.1M
Knollwood Investment Advisory, LLC 0.39% No change 41,980 $4.1M
Linden Thomas Advisory Services, LLC 0.45% Add +1.3% 41,836 $4.1M
WINTON GROUP Ltd 0.21% Add +186.8% 41,271 $4.0M
Cetera Trust Company, N.A 2.38% No change 41,010 $4.0M
Northwestern Mutual Investment Management Company, LLC 0.06% Reduce -0.1% 40,805 $4.0M
Quadrant Capital Group LLC 0.14% Reduce -10.8% 40,794 $4.0M
Bristlecone Advisors, LLC 0.33% Reduce -22.5% 40,632 $4.0M
Independent Advisor Alliance 0.11% Reduce -1.6% 40,588 $4.0M
Wilmington Savings Fund Society, FSB 0.07% Reduce -4.1% 40,257 $3.9M
Intrust Bank NA 0.35% Reduce -8.9% 40,109 $3.9M
Diversify Advisory Services, LLC 0.15% Add +28.0% 36,633 $3.9M
Aptus Capital Advisors, LLC 0.04% Reduce -20.4% 39,488 $3.8M
Summit Trail Advisors, LLC 0.07% New 38,963 $3.8M
Strategic Financial Services, Inc. 0.20% Add +0.1% 38,827 $3.8M
Asio Capital, LLC 0.63% Add +29.0% 38,659 $3.8M
LGT Fund Management Co Ltd. 0.33% Add +120.6% 38,620 $3.8M
Barometer Capital Management Inc. 1.03% New 38,260 $3.7M
Global X Japan Co., Ltd. 0.37% Reduce -12.9% 37,749 $3.7M
Financial Advisors Network, Inc. 0.55% Add +9.2% 37,388 $3.6M
Probity Advisors, Inc. 0.64% Reduce -0.4% 37,369 $3.6M
Proficio Capital Partners LLC 0.22% Reduce -0.8% 37,032 $3.6M
Commonwealth Retirement Investments LLC 1.37% Add +62.2% 36,983 $3.6M
Evelyn Partners Investment Management Services Ltd 0.54% Add +2.7% 36,873 $3.6M
Meeder Advisory Services, Inc. 0.18% Add +4.2% 36,662 $3.6M
Merit Financial Group, LLC 0.04% Add +41.1% 36,004 $3.5M
First Financial Bankshares Inc 0.08% Reduce -0.1% 35,700 $3.5M
Darwin Wealth Management, LLC 1.19% Add +32.8% 35,388 $3.4M
Primoris Wealth Advisors, LLC 2.35% No change 35,322 $3.4M
China Universal Asset Management Co., Ltd. 0.32% Reduce -29.2% 35,042 $3.4M
Bleakley Financial Group, LLC 0.09% Add +27.4% 35,067 $3.4M
Mill Capital Management, LLC 0.27% No change 35,000 $3.4M
Brown Advisory Inc. 0.00% Add +1.1% 34,983 $3.4M
Kentucky Retirement Systems Insurance Trust Fund 0.23% Reduce -6.5% 34,969 $3.4M
Howard Capital Management, LLC 0.05% Add +11.0% 34,720 $3.4M
Wahed Invest LLC 0.52% Add +5.1% 34,761 $3.4M
Wealthspire Advisors, LLC 0.02% Reduce -0.1% 34,754 $3.4M
Dark Forest Capital Management LP 0.14% Reduce -12.0% 34,634 $3.4M
Tiaa Trust, National Association 0.01% Add +2.0% 34,414 $3.3M
Westhampton Capital, LLC 1.71% Reduce -0.7% 34,052 $3.3M
CX Institutional 0.12% Add +8.9% 33,952 $3.3M
Bard Financial Services, Inc. 0.39% No change 33,750 $3.3M
FourThought Financial Partners, LLC 0.32% Reduce -11.7% 33,638 $3.3M
Buckhead Capital Management LLC 1.26% Add +54.0% 33,596 $3.3M
SeaCrest Wealth Management, LLC 0.35% Reduce -6.3% 33,450 $3.3M
Foyston, Gordon & Payne Inc 0.74% Add +0.4% 33,442 $3.3M
Princeton Global Asset Management LLC 0.59% Reduce -1.2% 33,430 $3.3M
MV Capital Management, Inc. 0.33% Reduce -2.8% 33,373 $3.2M
Engineers Gate Manager LP 0.04% Reduce -66.8% 33,355 $3.2M
Marshall Financial Group, LLC 0.64% Add +2.5% 33,073 $3.2M
Apollon Wealth Management, LLC 0.06% Add +8.1% 33,196 $3.2M
Shoker Investment Counsel, Inc. 1.01% New 33,093 $3.2M
Community Bank, N.A. 0.42% Add +4.6% 32,873 $3.2M
Precedent Wealth Partners, LLC 0.78% Add +13.3% 32,568 $3.2M
Northwest & Ethical Investments L.P. 0.08% Add +2.9% 32,370 $3.2M
Martin Capital Advisors, LLP 2.03% Add +2.5% 32,033 $3.1M
Ostrum Asset Management 0.14% Reduce -20.0% 31,596 $3.1M
TD Waterhouse Canada Inc. 0.02% Reduce -8.1% 31,617 $3.1M
MIG Capital, LLC 0.32% Add +269.8% 31,417 $3.1M
Secure Asset Management, LLC 0.56% Reduce -0.3% 31,162 $3.0M
True North Advisors, LLC 0.58% Reduce -10.2% 31,142 $3.0M
CW Advisors, LLC 0.03% Add +15.6% 31,103 $3.0M
Empower Advisory Group, LLC 0.01% Add +0.6% 30,862 $3.0M
DSG Capital Advisors, LLC 0.53% Add +127.4% 30,796 $3.0M
Greenup Street Wealth Management LLC 0.52% Add +1.3% 30,513 $3.0M
First American Trust, FSB 0.24% Reduce -30.2% 30,481 $3.0M
CHICAGO TRUST Co NA 0.42% Add +5.7% 30,466 $3.0M
Maridea Wealth Management LLC 0.77% Add +316.8% 30,394 $3.0M
Concentric Capital Strategies, LP 0.17% Reduce -37.9% 30,298 $2.9M
Jackson Square Capital, LLC 0.65% Reduce -0.3% 30,225 $2.9M
BDF-Gestion 0.33% New 30,154 $2.9M
Capital Advisors Inc. 0.05% Add +0.7% 30,134 $2.9M
Artemis Wealth Advisors, LLC 0.45% New 30,000 $2.9M
Foster & Motley Inc. 0.17% Add +112.8% 29,917 $2.9M
IFP Advisors, Inc 0.08% Reduce -34.3% 29,436 $2.9M
SevenBridge Financial Group, LLC 0.51% Reduce -5.8% 27,481 $2.9M
Romano Brothers and Company 0.36% No change 29,685 $2.9M
Groesbeck Investment Management Corp. 5.05% Reduce -4.4% 29,550 $2.9M
J. Stern & Co. LLP 0.25% New 35,475 $2.9M
one8zero8, LLC 0.68% Reduce -0.1% 29,540 $2.9M
MWA Asset Management 1.76% Add +26.6% 29,492 $2.9M
Qsemble Capital Management, LP 0.28% New 29,470 $2.9M
First Business Financial Services, Inc. 0.26% Reduce -6.8% 29,280 $2.9M
Signaturefd, LLC 0.05% Reduce -9.8% 29,203 $2.8M
Intact Investment Management Inc. 0.10% Reduce -53.9% 29,200 $2.8M
Trust Co. of Vermont 0.13% Reduce -2.6% 29,110 $2.8M
Resources Management Corp. /CT/ 0.38% Reduce -0.2% 28,922 $2.8M
Praxis Investment Management Inc. 0.18% No change 28,890 $2.8M
Glass Wealth Management Co LLC 1.50% Add +8.5% 28,870 $2.8M
Hel Ved Capital Management Ltd 1.25% Reduce -78.7% 28,450 $2.8M
Mufg Securities Americas Inc. 0.24% Add +24.8% 28,349 $2.8M
Cypress Capital Group 0.34% Add +11.4% 28,312 $2.8M
SVB Wealth LLC 0.15% New 28,255 $2.8M
Advyzon Investment Management, LLC 0.61% New 28,239 $2.7M
Intech Investment Management LLC 0.03% Reduce -21.6% 27,966 $2.7M
Convergence Investment Partners, LLC 0.68% Add +35.7% 27,704 $2.7M
Exchange Capital Management, Inc. 0.40% Reduce -3.4% 27,541 $2.7M
DAVENPORT & Co LLC 0.01% Reduce -11.3% 27,527 $2.7M
WealthShield Partners, LLC 0.32% New 27,458 $2.7M
Bessemer Group Inc. 0.00% Reduce -19.6% 27,371 $2.7M
E&G Advisors, LLC 0.69% Reduce -0.1% 27,350 $2.7M
SS&H Financial Advisors, Inc. 0.88% Reduce -6.0% 27,160 $2.6M
GAMMA Investing LLC 0.17% Reduce -7.7% 27,152 $2.6M
Laird Norton Wetherby Wealth Management, LLC 0.12% — 27,081 $2.6M
Qtron Investments LLC 0.34% Add +6.8% 27,017 $2.6M
Advisory Research Inc. 0.40% Add +47.2% 26,991 $2.6M
Wood Tarver Financial Group, LLC 0.79% No change 26,870 $2.6M
Cadence Bank 0.17% Reduce -1.4% 26,822 $2.6M
Camarda Financial Advisors, LLC 1.02% New 26,688 $2.6M
Harfst & Associates, Inc. 0.54% Reduce -2.8% 26,662 $2.6M
Leavell Investment Management, Inc. 0.12% Add +9.5% 26,534 $2.6M
Gilliland Jeter Wealth Management LLC 0.84% Add +0.3% 26,432 $2.6M
Pinnacle Wealth Management Advisory Group, LLC 0.21% Add +0.9% 26,393 $2.6M
Callan Family Office, LLC 0.08% Add +121.5% 26,169 $2.5M
Calamos Wealth Management LLC 0.11% Add +7.1% 25,934 $2.5M
Fortem Financial Group, LLC 0.81% Add +169.4% 25,925 $2.5M
Moors & Cabot, Inc. 0.12% Reduce -8.8% 25,863 $2.5M
Hilltop Holdings Inc. 0.16% Add +39.6% 25,793 $2.5M
Yarbrough Capital, LLC 0.09% No change 25,732 $2.5M
Webster Bank, N. A. 0.26% Add +4.0% 25,667 $2.5M
KG Capital Management 0.74% Reduce -8.7% 25,662 $2.5M
Savant Capital, LLC 0.02% Add +31.1% 25,660 $2.5M
Kestra Private Wealth Services, LLC 0.04% Reduce -1.3% 25,656 $2.5M
Meitav Investment House Ltd. 0.03% New 25,536 $2.5M
Atlas Capital Advisors Inc. 0.30% Reduce -15.7% 25,500 $2.5M
Certuity, LLC 0.23% Add +10.0% 25,445 $2.5M
CWA Asset Management Group, LLC 0.10% Reduce -20.7% 25,426 $2.5M
Ritholtz Wealth Management 0.05% Add +0.1% 25,360 $2.5M
Aspetuck Financial Management LLC 1.85% Reduce -0.6% 25,210 $2.5M
Palouse Capital Management, Inc. 1.64% Reduce -20.1% 25,119 $2.4M
SteelPeak Wealth, LLC 0.10% Reduce -40.4% 25,054 $2.4M
Wedmont Private Capital 0.10% Add +40.8% 24,439 $2.4M
Connective Portfolio Management, LLC 5.21% New 25,000 $2.4M
PKO Investment Management Joint-Stock Co 0.26% Reduce -70.9% 25,000 $2.4M
Needham Investment Management LLC 0.19% No change 25,000 $2.4M
Mattson Financial Services, LLC 0.65% Add +5.3% 24,809 $2.4M
Matisse Capital 1.14% Reduce -15.4% 24,670 $2.4M
Perennial Advisors, LLC 0.45% Reduce -4.1% 24,650 $2.4M
Altman Advisors, Inc. 0.98% Add +1.0% 24,776 $2.4M
Ellsworth Advisors, LLC 0.58% Add +11.1% 24,540 $2.4M
Cary Street Partners Financial LLC 0.07% Add +2.6% 24,530 $2.4M
Blue Trust, Inc. 0.03% Add +25.3% 24,507 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -14.6% 24,404 $2.4M
180 Wealth Advisors, LLC 0.33% Reduce -0.9% 24,293 $2.4M
Consolidated Portfolio Review Corp 0.33% Add +10.6% 24,246 $2.4M
NRI Wealth Management LC 1.42% Add +3.8% 24,191 $2.4M
Eads & Heald Wealth Management 1.16% Add +3.5% 24,128 $2.3M
Morse Asset Management, Inc 0.51% Add +1.3% 23,870 $2.3M
Diversified Trust Co. 0.05% Add +1.7% 23,750 $2.3M
Cornerstone Select Advisors, LLC 2.02% Reduce -2.2% 23,597 $2.3M
Marble Harbor Investment Counsel, LLC 0.25% No change 23,400 $2.3M
GPS Wealth Strategies Group, LLC 0.26% Add +4.5% 23,335 $2.3M
LBP Am SA 0.03% Add +203.4% 23,237 $2.3M
Icon Wealth Advisors, LLC 0.16% Add +3.3% 23,205 $2.3M
Oppenheimer Asset Management Inc. 0.03% Add +528.7% 23,123 $2.3M
Heritage Trust Co 0.26% Reduce -2.0% 23,061 $2.2M
Invera Wealth Advisors, LLC 1.46% Reduce -1.5% 23,013 $2.2M
Jane Street Group, LLC 0.00% Reduce -98.7% 22,840 $2.2M
Magnus Financial Group LLC 0.20% Add +0.0% 22,762 $2.2M
Runnymede Capital Advisors, Inc. 2.04% No change 22,750 $2.2M
Cloverfields Capital Group, LP 0.66% Add +6.1% 22,740 $2.2M
Oppenheimer & Co. Inc. 0.03% Reduce -0.5% 22,648 $2.2M
Phraction Management LLC 0.74% No change 22,554 $2.2M
Landscape Capital Management, L.L.C. 0.17% Reduce -17.1% 22,459 $2.2M
Gradient Capital Advisors, LLC 0.64% Add +3.9% 22,420 $2.2M
Bay Rivers Group 1.00% Add +0.6% 22,404 $2.2M
Kera Capital Partners, Inc. 0.43% Add +3.3% 22,341 $2.2M
Mach-1 Financial Group, LLC 0.63% Add +16.1% 22,267 $2.2M
Coastal Bridge Advisors, LLC 0.18% Add +9.6% 22,128 $2.2M
Signature Resources Capital Management, LLC 1.31% Add +0.3% 22,074 $2.1M
HighPoint Advisor Group LLC 0.11% Add +2.4% 21,997 $2.1M
Harel Insurance Investments & Financial Services Ltd. 0.02% Add +50.0% 21,914 $2.1M
Cypress Capital, LLC 0.62% Add +1.6% 21,913 $2.1M
CENTRAL TRUST Co 0.05% Reduce -2.7% 21,897 $2.1M
GC Wealth Management RIA, LLC 0.17% Add +585.0% 21,723 $2.1M
LCNB Corp. 0.74% Add +6.5% 21,704 $2.1M
Lindenwold Advisors, INC 1.10% Add +1.2% 21,674 $2.1M
Pensionfund Sabic 0.60% Reduce -10.7% 21,600 $2.1M
Nwam LLC 0.12% Add +62.3% 22,113 $2.1M
Sound View Wealth Advisors Group, LLC 0.15% Reduce -0.7% 21,455 $2.1M
TCW Group Inc. 0.02% Reduce -89.3% 21,376 $2.1M
Spirepoint Private Client, LLC 0.23% Add +0.0% 21,346 $2.1M
BankPlus Trust Department 0.61% Add +2.9% 21,276 $2.1M
Krilogy Financial LLC 0.12% New 21,217 $2.1M
Canada Post Corp Registered Pension Plan 0.12% New 21,200 $2.1M
Platform Technology Partners 0.54% Add +5.0% 21,179 $2.1M
Beaumont Financial Advisors, LLC 0.15% Add +0.3% 21,021 $2.0M
Wedbush Securities Inc. 0.07% Add +19.5% 20,968 $2.0M
Integrated Advisors Network LLC 0.09% Add +20.0% 20,931 $2.0M
Spire Wealth Management 0.07% Add +215.9% 21,219 $2.0M
Oak Grove Capital LLC 0.47% Reduce -18.7% 20,900 $2.0M
Alternative Investment Advisors, LLC. 1.01% Reduce -3.3% 20,896 $2.0M
Trust Co. of Toledo NA 0.22% No change 20,740 $2.0M
Circle Wealth Management, LLC 0.04% Add +2.1% 20,723 $2.0M
Stokes Family Office, LLC 0.21% Add +0.9% 20,661 $2.0M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -0.2% 20,616 $2.0M
Keudell/Morrison Wealth Management 0.44% Add +0.2% 20,525 $2.0M
Weatherly Asset Management L. P. 0.17% Add +0.1% 20,365 $2.0M
Leelyn Smith, LLC 0.32% Add +2.0% 20,327 $2.0M
Sowell Financial Services LLC 0.08% Add +1.1% 20,273 $2.0M
Applied Finance Capital Management, LLC 0.13% Reduce -2.7% 20,171 $2.0M
STF Management LP 0.77% Add +2.6% 20,152 $2.0M
Regions Financial Corp. 0.01% Add +1.2% 20,144 $2.0M
L2 Asset Management, LLC 0.32% New 20,129 $2.0M
Farther Finance Advisors, LLC 0.04% Reduce -7.6% 20,120 $2.0M
Sora Investors LLC 0.18% New 20,001 $1.9M
Cornerstone Advisors, LLC 0.07% Reduce -64.3% 20,000 $1.9M
MBM Wealth Consultants, LLC 0.52% Add +25.9% 19,877 $1.9M
Paradigm Asset Management Co. LLC 0.47% New 19,600 $1.9M
Patriot Financial Group Insurance Agency, LLC 0.22% Reduce -3.3% 19,391 $1.9M
Trustmark Bank Trust Department 0.13% Reduce -2.1% 19,356 $1.9M
Albert D Mason Inc. 1.36% Reduce -7.7% 19,256 $1.9M
Farmers & Merchants Investments Inc. 0.05% Reduce -3.3% 19,250 $1.9M
Cresset Asset Management, LLC 0.01% Reduce -30.2% 19,191 $1.9M
Meiji Yasuda Life Insurance Co 0.06% Reduce -0.7% 19,234 $1.9M
Johnson Investment Counsel Inc. 0.02% Reduce -1.2% 19,212 $1.9M
Kuhn & Co Investment Counsel 1.41% Add +0.4% 19,191 $1.9M
CreativeOne Wealth, LLC 0.05% Add +41.3% 18,933 $1.8M
Smartleaf Asset Management LLC 0.16% Reduce -15.5% 18,959 $1.8M
Mirador Capital Partners LP 0.30% Reduce -1.5% 18,919 $1.8M
Syon Capital LLC 0.12% Add +8.1% 18,900 $1.8M
WCG Wealth Advisors LLC 0.12% Reduce -8.3% 18,805 $1.8M
Harbor Capital Advisors, Inc. 0.08% Reduce -0.6% 18,754 $1.8M
Shelton Wealth Management, LLC 0.92% Add +5.5% 18,734 $1.8M
Sig Brokerage, LP 0.50% Add +48.8% 18,722 $1.8M
Global Retirement Partners, LLC 0.04% — 18,472 $1.8M
Tocqueville Asset Management L.P. 0.03% Reduce -2.1% 18,361 $1.8M
VestGen Advisors, LLC 0.07% Add +279.8% 18,332 $1.8M
Sigma Planning Corp 0.05% Add +1.5% 18,208 $1.8M
One Charles Private Wealth Services, LLC 0.49% Add +347.5% 17,900 $1.7M
Fayez Sarofim & Co 0.00% Add +37.0% 17,805 $1.7M
Belpointe Asset Management LLC 0.07% Reduce -8.0% 17,783 $1.7M
Prudent Man Advisors, LLC 0.55% Add +20.3% 17,752 $1.7M
Tradition Wealth Management, LLC 0.14% Reduce -0.8% 17,751 $1.7M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +6.7% 17,741 $1.7M
Arista Wealth Management, LLC 0.24% New 17,661 $1.7M
Alps Advisors Inc. 0.01% Add +0.7% 17,658 $1.7M
Equitable Holdings, Inc. 0.01% Add +195.2% 17,621 $1.7M
Triangle Securities Wealth Management 0.42% Add +0.3% 17,587 $1.7M
Checchi Capital Advisers, LLC 0.12% Reduce -6.5% 17,566 $1.7M
Concord Asset Management, LLC 0.26% Add +11.3% 17,502 $1.7M
Concord Wealth Partners 0.25% Add +6.5% 17,502 $1.7M
National Wealth Management Group, LLC 0.95% New 17,412 $1.7M
Tealwood Asset Management Inc. 0.75% Reduce -2.2% 17,320 $1.7M
Caption Management, LLC 0.16% Add +91.1% 17,200 $1.7M
Cim Investment Management Inc. 0.32% Add +99.7% 19,658 $1.7M
White Knight Strategic Wealth Advisors, LLC 1.40% Reduce -11.2% 16,960 $1.7M
Ibex Wealth Advisors 0.18% Reduce -0.4% 16,950 $1.6M
Sloy Dahl & Holst, LLC 0.23% Reduce -2.9% 16,930 $1.6M
Brighton Jones LLC 0.04% Add +14.3% 16,930 $1.6M
Venturi Wealth Management, LLC 0.08% Reduce -11.9% 16,870 $1.6M
Alpine Woods Capital Investors, LLC 0.39% Reduce -2.6% 16,845 $1.6M
Parallel Advisors, LLC 0.03% Reduce -18.0% 16,843 $1.6M
111 Capital 0.28% Add +59.0% 16,828 $1.6M
Novem Group 0.21% Reduce -15.6% 16,815 $1.6M
Lathrop Investment Management Co. 0.31% Reduce -66.1% 16,740 $1.6M
Delphi Management Inc. 1.57% Reduce -0.0% 16,662 $1.6M
Noesis Capital Mangement Corp. 0.28% Add +0.4% 16,633 $1.6M
Clifford Swan Investment Counsel LLC 0.06% Reduce -5.1% 16,560 $1.6M
Maverick Capital 0.02% Reduce -97.6% 16,438 $1.6M
Valeo Financial Advisors, LLC 0.04% Add +5.7% 16,174 $1.6M
Capstone Wealth Management Group LLC 1.16% New 16,402 $1.6M
Gould Capital, LLC 1.07% Reduce -0.0% 16,389 $1.6M
Tema ETFs LLC 0.42% Add +6.2% 16,332 $1.6M
Cornercap Investment Counsel Inc. 0.82% Reduce -2.5% 16,264 $1.6M
Synovus Financial Corp. 0.02% Add +1.4% 16,258 $1.6M
Middleton & Co. Inc. 0.18% No change 16,231 $1.6M
Smithfield Trust Co 0.07% Add +3.0% 16,126 $1.6M
Concurrent Investment Advisors, LLC 0.03% Add +2.3% 16,090 $1.6M
Clearstead Advisors, LLC 0.02% Add +12.8% 16,077 $1.6M
Salomon & Ludwin, LLC 0.15% Reduce -0.5% 15,790 $1.6M
Goelzer Investment Management, Inc. 0.09% New 15,953 $1.6M
Westpac Banking Corp. 0.10% Add +59.8% 15,953 $1.6M
Wincap Financial LLC 1.25% Reduce -4.2% 15,950 $1.6M
Brookstone Capital Management 0.02% Reduce -9.5% 15,946 $1.6M
Snowden Capital Advisors LLC 0.05% Reduce -1.8% 15,900 $1.6M
Trust Co. of Oklahoma 0.49% Reduce -38.2% 15,934 $1.6M
Mgo One Seven LLC 0.05% Reduce -4.1% 15,882 $1.5M
Intellectus Partners, LLC 0.33% New 15,677 $1.5M
Koss-Olinger Consulting, LLC 0.13% Add +0.1% 15,659 $1.5M
Fort Washington Investment Advisors Inc. 0.01% Reduce -21.9% 15,653 $1.5M
Aspire Private Capital, LLC 0.35% Add +55.4% 15,624 $1.5M
Fiduciary Family Office, LLC 0.50% Add +23.2% 15,603 $1.5M
Frank, Rimerman Advisors LLC 0.10% Reduce -53.9% 15,559 $1.5M
Glen Eagle Advisors, LLC 0.23% Reduce -2.2% 15,520 $1.5M
Citizens Financial Group Inc. 0.02% Add +44.3% 15,507 $1.5M
Fortis Group Advisors, LLC 0.27% Add +10454.0% 15,831 $1.5M
Chicago Partners Investment Group LLC 0.04% Add +5.9% 15,395 $1.5M
Sand Hill Global Advisors, LLC 0.06% New 15,260 $1.5M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.19% Add +17.5% 15,259 $1.5M
KPP Advisory Services LLC 0.24% Add +25.3% 15,220 $1.5M
Compass Capital Corp. /Ma/ 0.70% No change 19,837 $1.5M
Jefferies Financial Group Inc. 0.03% Add +164.3% 15,033 $1.5M
SoundView Advisors Inc. 0.54% Add +1.8% 14,968 $1.5M
Trust Asset Management LLC 0.11% No change 14,872 $1.4M
Encompass Wealth Advisors, LLC 0.53% Add +0.1% 14,818 $1.4M
Dynamic Advisor Solutions LLC 0.04% Add +3.2% 14,766 $1.4M
Fort Point Capital Partners LLC 0.14% Reduce -0.7% 14,727 $1.4M
Great Valley Advisor Group, Inc. 0.03% Reduce -1.2% 14,708 $1.4M
Gold Investment Management Ltd. 0.54% Add +52.7% 14,666 $1.4M
Baron Capital (BAMCO) 0.00% Add +61.5% 14,568 $1.4M
Norden Group LLC 0.15% Reduce -76.6% 14,567 $1.4M
Central Pacific Bank - Trust Division 0.19% Add +352.9% 14,511 $1.4M
KRS Capital Management, LLC 0.94% New 14,498 $1.4M
Wealth Alliance, LLC 0.16% Add +1.1% 14,465 $1.4M
First Commonwealth Financial Corp 0.30% Add +1.2% 14,450 $1.4M
Jacobi Capital Management LLC 0.09% Add +4.5% 14,318 $1.4M
Penobscot Investment Management Company, Inc. 0.12% No change 14,290 $1.4M
Argonautica Private Wealth Management, Inc. 0.44% Reduce -0.2% 14,283 $1.4M
JT Stratford LLC 0.21% Reduce -2.1% 14,248 $1.4M
Roberts Capital Advisors, LLC 1.03% No change 14,230 $1.4M
AlphaStar Capital Management, LLC 0.10% New 14,204 $1.4M
Fulton Bank, N.A. 0.05% Reduce -0.8% 14,146 $1.4M
Nvwm, LLC 0.33% Reduce -0.8% 14,090 $1.4M
StoneX Group Inc. 0.07% Add +151.2% 14,045 $1.4M
Security National Bank of Sioux City Iowa 0.96% Add +20.0% 14,061 $1.4M
Independent Financial Group, LLC 0.04% Add +2.4% 13,944 $1.4M
FCG Investment Co 0.71% Add +54.4% 13,924 $1.4M
Fidelis Capital Partners, LLC 0.12% Add +3.6% 14,067 $1.3M
Sompo Asset Management Co., Ltd. 0.23% Add +222.3% 13,760 $1.3M
Kane Investment Management, Inc. 0.70% Reduce -8.2% 13,702 $1.3M
Bridgefront Capital, LLC 0.35% Add +55.9% 13,528 $1.3M
NorthRock Partners, LLC 0.03% Reduce -17.0% 13,470 $1.3M
Capital Fund Management S.A. 0.01% Reduce -96.9% 13,501 $1.3M
McDaniel Terry & Co. 0.11% Reduce -4.9% 13,500 $1.3M
Milestone Asset Management, LLC 0.28% Add +1.6% 13,443 $1.3M
Gries Financial LLC 0.24% Add +13.9% 13,400 $1.3M
OneDigital Investment Advisors LLC 0.01% Reduce -3.0% 13,370 $1.3M
Oakworth Capital, Inc. 0.08% Reduce -0.3% 13,310 $1.3M
Brown Financial Advisors 0.51% Add +3.1% 13,297 $1.3M
Regal Investment Advisors LLC 0.10% Reduce -8.2% 13,275 $1.3M
Legacy Wealth Asset Management, LLC 0.33% Reduce -0.0% 13,242 $1.3M
AtlasMark Financial, Inc 0.96% No change 13,000 $1.3M
Renaissance Group LLC 0.05% Reduce -2.7% 12,938 $1.3M
Legacy Capital Group California, Inc. 0.35% Reduce -41.3% 12,913 $1.3M
Lake Street Private Wealth, LLC 0.18% Reduce -2.2% 12,889 $1.3M
Impax Asset Management Group plc 0.01% New 12,813 $1.2M
Brown Brothers Harriman & Co. 0.01% Add +24.4% 12,799 $1.2M
Aaron Wealth Advisors LLC 0.13% Add +15.0% 12,770 $1.2M
Choate Investment Advisors 0.03% Reduce -0.4% 12,749 $1.2M
Financiere des Professionnels - Fonds d'investissement inc. 0.07% New 12,636 $1.2M
Cigna Investments Inc. 0.21% Reduce -2.9% 12,558 $1.2M
Sagespring Wealth Partners, LLC 0.03% Reduce -1.1% 12,558 $1.2M
Clarius Group, LLC 0.07% Reduce -3.9% 12,549 $1.2M
Willner & Heller, LLC 1.03% Add +12.1% 12,526 $1.2M
Bedell Frazier Investment Counselling, LLC 0.30% Reduce -7.4% 12,445 $1.2M
ICONIQ Capital, LLC 0.02% Add +3.1% 12,426 $1.2M
Chicago Capital, LLC 0.03% Reduce -0.1% 12,417 $1.2M
Ausdal Financial Partners, Inc. 0.08% New 12,408 $1.2M
ABN AMRO Bank N.V. 0.02% Add +2.3% 12,324 $1.2M
Prelude Capital Management, LLC 0.12% Add +55.2% 12,347 $1.2M
denkapparat Operations GmbH 0.96% Add +10.7% 12,346 $1.2M
Davis Selected Advisers 0.01% No change 12,280 $1.2M
LOM Asset Management Ltd 0.40% — 12,256 $1.2M
Centennial Bank 0.50% Reduce -1.3% 12,250 $1.2M
Arvest Investments, Inc. 0.18% Reduce -28.1% 12,242 $1.2M
J.W. Cole Advisors, Inc. 0.03% Add +2.8% 12,236 $1.2M
Orrstown Financial Services Inc. 0.25% Add +8.0% 12,186 $1.2M
Joel Isaacson & Co., LLC 0.05% Add +0.3% 12,071 $1.2M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -14.0% 12,047 $1.2M
Boxwood Ventures, Inc. 1.51% No change 11,990 $1.2M
American State Bank (Iowa) 0.65% No change 12,000 $1.2M
Dakota Wealth Management 0.02% Reduce -20.2% 11,953 $1.2M
World Investment Advisors 0.03% Add +126.0% 11,943 $1.2M
Avantax Planning Partners, Inc. 0.04% Add +14.7% 11,939 $1.2M
Accurate Wealth Management, LLC 0.18% New 11,504 $1.2M
Procyon Advisors, LLC 0.11% Reduce -30.5% 11,927 $1.2M
Robertson Stephens Wealth Management, LLC 0.04% Reduce -58.8% 11,898 $1.2M
Commerzbank Aktiengesellschaft 0.03% Reduce -1.1% 11,907 $1.2M
AlphaCore Capital LLC 0.04% Add +88.8% 11,854 $1.2M
Ascent Group, LLC 0.04% Reduce -4.7% 11,835 $1.2M
Jackson Creek Investment Advisors LLC 0.31% Add +17.1% 11,723 $1.1M
Harrell Investment Partners, LLC 0.29% Add +133.2% 11,660 $1.1M
Creekmur Asset Management LLC 0.20% Add +41.7% 11,617 $1.1M
Abundance Wealth Counselors 0.21% Add +1.1% 11,537 $1.1M
Alpha Family Trust 0.55% No change 11,500 $1.1M
Huntleigh Advisors, Inc. 0.21% Add +14.0% 11,400 $1.1M
Pathway Financial Advisers, LLC 0.36% Add +0.8% 11,393 $1.1M
Segment Wealth Management, LLC 0.07% Reduce -44.3% 11,370 $1.1M
Scotia Capital Inc. 0.01% Reduce -45.0% 11,362 $1.1M
BSW Wealth Partners 0.15% Add +2.8% 11,327 $1.1M
Centaurus Financial, Inc. 0.06% Reduce -0.2% 11,277 $1.1M
Burns J W & Co. Inc. 0.13% No change 11,280 $1.1M
Texas Capital Bancshares Inc 0.40% Reduce -1.3% 11,269 $1.1M
SRN Advisors, LLC 1.00% Add +4.4% 11,251 $1.1M
Marietta Investment Partners LLC 0.24% No change 11,250 $1.1M
Pitcairn Co. 0.07% Reduce -17.1% 11,243 $1.1M
KCM Investment Advisors LLC 0.04% Reduce -14.4% 11,181 $1.1M
RAM Investment Partners, LLC 0.23% Reduce -6.5% 11,141 $1.1M
Archford Capital Strategies, LLC 0.14% New 11,100 $1.1M
Marex Group Ltd 0.02% Reduce -98.8% 11,046 $1.1M
AIA Group Ltd 0.02% Reduce -60.9% 11,039 $1.1M
DGS Capital Management, LLC 0.22% Add +36.8% 10,993 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -72.0% 10,990 $1.1M
Clark Capital Management Group, Inc. 0.01% Reduce -2.1% 10,974 $1.1M
Buckley Wealth Management, LLC 0.32% Add +1.3% 10,948 $1.1M
Verdence Capital Advisors LLC 0.07% Add +2.3% 10,887 $1.1M
Global Financial Private Client, LLC 0.40% Add +15.5% 10,881 $1.1M
Meridian Wealth Management, LLC 0.05% Add +11.6% 10,859 $1.1M
Family Firm, Inc. 0.25% Add +0.4% 10,808 $1.1M
Cache Advisors, LLC 0.28% No change 10,790 $1.1M
Nicholas Investment Partners, LP 0.10% No change 10,783 $1.0M
Compound Planning, Inc. 0.04% Reduce -20.5% 10,726 $1.0M
Axxcess Wealth Management, LLC 0.02% Add +0.1% 10,677 $1.0M
Earned Wealth Advisors, LLC 0.20% Add +31.6% 10,626 $1.0M
Karani Asset Management LLC 1.00% Add +90.7% 10,614 $1.0M
Dorsey & Whitney Trust CO LLC 0.05% Reduce -15.2% 10,597 $1.0M
Cookson Peirce & Co. Inc. 0.04% Add +25.4% 10,469 $1.0M
Galaxy Digital Capital Management GP LLC 1.27% Add +2.0% 10,454 $1.0M
Alpha Cubed Investments, LLC 0.04% Reduce -23.3% 10,410 $1.0M
Evergreen Capital Management LLC 0.03% Reduce -21.9% 10,359 $1.0M
Florida Financial Advisors, LLC 0.24% Add +149.3% 10,362 $1.0M
CNB Bank 0.48% Reduce -5.7% 10,357 $1.0M
Security National Bank of So Dak 0.55% Add +4.0% 10,335 $1.0M
Thoroughbred Financial Services, LLC 0.07% Reduce -33.2% 10,315 $1.0M
Capstone Investment Advisors, LLC 0.01% Reduce -87.7% 10,238 $997K
Mutual Advisors, LLC 0.02% Add +4.2% 10,189 $988K
ORBA Wealth Advisors, L.L.C. 0.90% Add +97.7% 10,124 $985K
Strathmore Capital Advisors, Inc. 0.43% — 9,778 $976K
McDonald Partners LLC 0.23% Reduce -1.5% 9,955 $969K
Oliver Lagore Vanvalin Investment Group 0.38% — 13,278 $965K
3Chopt Investment Partners, LLC 0.23% Reduce -7.4% 9,882 $964K
GoalVest Advisory LLC 0.24% Reduce -1.7% 9,900 $964K
Perpetual Ltd 0.01% Add +8.4% 9,840 $958K
Wbi Investments, LLC 0.25% Reduce -63.5% 9,825 $956K
WealthPlan Investment Management, LLC 0.07% Add +0.6% 9,825 $956K
SBI Securities Co., Ltd. 0.03% Reduce -2.4% 9,807 $955K
Nicolet Bankshares Inc. 0.16% No change 9,760 $950K
Sunbelt Securities, Inc. 0.08% Add +0.9% 13,141 $949K
Y.D. More Investments Ltd 0.07% No change 9,750 $949K
Mechanics Bank Trust Department 0.14% Reduce -25.1% 9,724 $947K
Optimum Investment Advisors 0.41% Add +4.9% 9,700 $944K
Busey Bank 0.03% No change 9,672 $941K
AlTi Global, Inc. 0.02% Add +2.3% 9,523 $930K
Elyxium Wealth, LLC 0.35% Add +2.2% 9,537 $928K
Peapack Gladstone Financial Corp. 0.01% Add +30.4% 9,480 $923K
Fox Run Management, L.L.C. 0.15% Reduce -34.1% 9,468 $922K
XTX Topco Ltd 0.04% Reduce -37.2% 9,468 $922K
SC&H Financial Advisors, Inc. 0.16% Add +4.4% 9,404 $915K
Outlook Wealth Advisors, LLC 0.23% Reduce -2.9% 9,377 $913K
Seek First Inc. 0.74% Add +0.3% 9,346 $910K
Gsa Capital Partners LLP 0.06% New 9,324 $908K
Stephens Inc. 0.01% Reduce -3.0% 9,313 $906K
International Assets Investment Management, LLC 0.07% Reduce -13.7% 9,308 $906K
Systematic Financial Management LP 0.02% No change 9,300 $905K
Versor Investments LP 0.16% Reduce -62.7% 9,189 $894K
Vista Investment Partners LLC 0.26% New 9,177 $893K
Moisand Fitzgerald Tamayo, LLC 0.11% No change 9,111 $887K
SYM FINANCIAL Corp 0.10% Reduce -22.0% 9,103 $886K
Woodward Diversified Capital, LLC 0.45% Add +10.0% 9,077 $884K
Westfuller Advisors, LLC 0.50% Reduce -1.4% 8,985 $877K
Laraway Financial Advisors Inc 0.66% No change 9,000 $876K
Ridgewood Investments LLC 0.38% Add +8.1% 8,923 $869K
Truvestments Capital LLC 0.17% Add +2.1% 8,885 $865K
Parisi Gray Wealth Management 0.25% Reduce -3.2% 8,871 $864K
Tounjian Advisory Partners, LLC 0.17% Reduce -1.6% 11,862 $862K
Avestar Capital, LLC 0.06% Add +17.3% 8,840 $862K
Values First Advisors, Inc. 0.47% Add +7.8% 8,835 $860K
Graypoint LLC 0.05% Reduce -18.6% 8,829 $859K
Inscription Capital, LLC 0.12% New 8,823 $859K
West Family Investments, Inc. 0.22% Add +63.7% 8,791 $856K
Quantum Portfolio Management LLC 0.41% Add +76.9% 8,748 $852K
Rehmann Capital Advisory Group 0.05% Add +6.5% 8,742 $851K
Chatham Capital Group, Inc. 0.13% No change 8,735 $850K
Private Wealth Partners, LLC 0.07% New 8,705 $847K
Kestra Investment Management, LLC 0.03% Add +23.2% 8,689 $846K
Lingohr Asset Management GmbH 1.52% New 8,622 $839K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -89.8% 8,624 $835K
May Hill Capital, LLC 0.27% Add +6.5% 8,570 $834K
Cercano Management LLC 0.02% No change 8,560 $833K
Lanark Financial, Inc. 0.07% Add +47.1% 8,554 $832K
Herold Advisors, Inc. 0.17% Add +10.3% 8,516 $829K
Becker Capital Management Inc. 0.03% Reduce -0.3% 8,446 $824K
EverSource Wealth Advisors, LLC 0.04% Add +42.8% 8,450 $823K
Freedom Investment Management, Inc. 0.07% Add +47.3% 8,430 $821K
MRWM Advisors, LLC 0.51% Add +4.7% 8,384 $816K
Sunpointe, LLC 0.32% Reduce -8.1% 8,247 $805K
GeoWealth Management, LLC 0.03% Add +15.0% 8,212 $799K
Naviter Wealth, LLC 0.10% Reduce -0.1% 8,190 $799K
Keel Point, LLC 0.05% Add +20.1% 8,194 $798K
Strategic Investment Advisors / MI 0.08% Add +24.8% 8,254 $795K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -28.3% 8,161 $794K
Volterra Technologies LP 1.07% — 8,131 $791K
Private Trust Co. NA 0.08% Add +26.0% 8,118 $790K
Gladstone Institutional Advisory LLC 0.03% Reduce -12.7% 8,114 $790K
Piar LLC 0.88% No change 10,800 $785K
Zions Bancorporation, National Association 0.04% Reduce -4.9% 8,065 $785K
Martingale Asset Management L P 0.02% New 8,056 $784K
Red Door Wealth Management, LLC 0.09% Reduce -1.7% 8,038 $782K
Chilton Investment Co. Inc. 0.02% Reduce -14.2% 8,020 $781K
Davis Investment Partners, LLC 0.28% Add +0.6% 8,045 $779K
Octahedron Capital Management L.P. 0.59% New 8,000 $779K
Westover Capital Advisors, LLC 0.16% No change 8,000 $779K
Thomasville National Bank 0.05% Reduce -0.7% 8,000 $779K
Evoke Wealth, LLC 0.02% Add +10.7% 7,965 $777K
Westside Investment Management, Inc. 0.14% Add +3.5% 7,940 $773K
Summit Financial, LLC 0.02% Add +12.3% 7,905 $771K
Silver Coast Investments LLC 0.28% Add +8.3% 7,904 $769K
Strategic Wealth Partners, Ltd. 0.06% — 7,880 $767K
Pure Financial Advisors, LLC 0.01% Add +68.2% 7,858 $765K
Versant Capital Management, Inc 0.12% Add +25.3% 7,855 $765K
Strategic Blueprint, LLC 0.04% Reduce -11.7% 7,837 $763K
Root Financial Partners, LLC 0.07% Add +4.9% 7,836 $763K
Cassaday & Co Wealth Management LLC 0.02% Reduce -0.3% 7,796 $759K
Annis Gardner Whiting Capital Advisors, LLC 0.26% Add +6.0% 7,780 $759K
Jamison Private Wealth Management, Inc. 0.11% Add +21.5% 7,786 $758K
Paladin Wealth, LLC 0.59% Add +3.9% 7,783 $758K
SageView Advisory Group, LLC 0.03% Add +163.8% 7,677 $757K
Seeds Investor LLC 0.18% Reduce -10.0% 7,752 $755K
PDS Planning, Inc 0.06% Add +5.8% 7,749 $754K
Freestone Capital Holdings, LLC 0.03% Add +180.2% 7,737 $753K
Regatta Capital Group, LLC 0.13% Add +1.2% 7,688 $748K
Allium Financial Advisors, LLC 0.65% Reduce -1.4% 7,670 $747K
Leonteq Securities AG 0.04% Reduce -51.4% 7,590 $739K
RFG Advisory, LLC 0.02% Reduce -1.7% 7,564 $736K
TD Private Client Wealth LLC 0.02% Add +19.9% 7,533 $733K
Forte Capital LLC 0.08% Reduce -0.8% 7,515 $732K
Waverly Advisors, LLC 0.01% Reduce -6.1% 7,449 $725K
Financial Advocates Investment Management 0.06% Reduce -31.1% 7,409 $721K
Fulcrum Asset Management LLP 0.21% — 7,405 $721K
Clear Creek Financial Management, LLC 0.07% Reduce -43.4% 7,375 $718K
Net Worth Advisory Group 0.16% Add +12.0% 7,189 $700K
Pallas Capital Advisors LLC 0.03% Add +2.7% 7,120 $693K
Kovack Advisors, Inc. 0.07% Add +5.3% 7,119 $693K
Deseret Mutual Benefit Administrators 0.32% No change 7,091 $690K
Transce3nd, LLC 0.29% Reduce -0.6% 7,081 $690K
Stevens Capital Management LP 0.19% New 7,081 $689K
Affinity Investment Advisors, LLC 0.52% Reduce -9.4% 7,059 $687K
Persium Advisors, LLC 0.56% Add +9.2% 7,000 $681K
Militia Capital Partners, LP 0.32% New 7,000 $681K
Baader Bank Aktiengesellschaft 0.06% Add +39.4% 7,106 $677K
Journey Strategic Wealth LLC 0.02% Add +4.2% 6,957 $677K
Sender Co & Partners, Inc. 0.19% New 6,931 $675K
Ifrah Financial Services, Inc. 0.18% Reduce -0.9% 6,926 $674K
Hardy Reed LLC 0.05% Reduce -2.1% 6,848 $667K
BNP Paribas 0.02% Add +3.6% 6,831 $665K
Janney Capital Management LLC 0.04% No change 6,817 $664K
Trifecta Capital Advisors, LLC 0.11% Add +16875.0% 6,790 $661K
Amica Retiree Medical Trust 0.95% No change 6,772 $659K
Valley Brook Capital Group, Inc. 0.49% Add +2.0% 6,760 $658K
Investment Counsel Co. of Nevada 1.34% No change 6,742 $656K
World Equity Group, Inc. 0.18% Add +16.4% 6,740 $656K
Physicians Financial Services, Inc. 0.20% Reduce -2.9% 6,730 $655K
Dale Q Rice Investment Management Ltd 0.54% Reduce -50.0% 6,490 $651K
Midwest Financial Group LLC 0.34% Add +0.0% 6,676 $650K
Everhart Financial Group, Inc. 0.07% Reduce -23.8% 6,662 $648K
Planning Alternatives Ltd. 0.09% Add +13.7% 6,652 $648K
Hancock Whitney Corp. 0.01% Add +13.1% 6,648 $647K
Savvy Advisors, Inc. 0.04% Add +95.9% 6,644 $647K
Legacy Capital Wealth Partners, LLC 0.15% Add +2.0% 6,644 $647K
Whalen Wealth Management Inc. 0.40% New 6,626 $645K
AdvisorNet Financial, Inc 0.04% Add +0.1% 6,622 $645K
Independent Solutions Wealth Management, LLC 0.13% Add +18.7% 6,593 $642K
Essex Financial Services, Inc. 0.04% Add +17.4% 6,592 $642K
SCS Capital Management LLC 0.01% Reduce -0.8% 6,587 $641K
Carnegie Investment Counsel 0.01% New 6,566 $639K
Advisory Resource Group 0.12% Add +0.3% 6,555 $638K
Resonant Capital Advisors, LLC 0.04% Reduce -1.5% 6,538 $638K
Burr Financial Services, LLC 0.54% No change 6,550 $638K
Curi Capital, LLC 0.01% New 6,523 $636K
Madison Wealth Partners, Inc 0.14% Add +0.3% 6,520 $635K
Financial Advisors, LLC 0.12% No change 6,500 $633K
Alta Advisers Ltd 0.22% No change 6,480 $631K
Ridgeline Wealth Planning, LLC 0.52% Reduce -18.0% 6,477 $630K
First Affirmative Financial Network 0.32% Add +2.1% 6,460 $629K
PFG Investments, LLC 0.04% Reduce -5.9% 6,437 $627K
HMV Wealth Advisors, LLC 0.41% Reduce -43.3% 6,394 $622K
Legacy Edge Advisors, LLC 0.08% Reduce -2.4% 6,393 $622K
Wealth Group, Ltd. 0.62% Add +0.6% 6,389 $622K
LJI Wealth Management, LLC 0.11% Reduce -4.5% 6,349 $618K
Angeles Wealth Management, LLC 0.04% Reduce -5.9% 6,332 $616K
Algert Global LLC 0.01% Reduce -23.2% 6,303 $614K
Access Financial Services, Inc. 0.23% Reduce -53.8% 6,301 $613K
Forum Financial Management, LP 0.01% Add +5.8% 6,275 $611K
CVA Family Office, LLC 0.09% Reduce -0.6% 6,249 $608K
Parkside Financial Bank & Trust 0.07% Reduce -2.6% 6,212 $605K
Keystone Financial Group 0.05% Reduce -0.0% 6,113 $598K
Shepherd Financial Partners LLC 0.06% Add +0.9% 6,125 $596K
Raleigh Capital Management Inc. 0.25% Add +94.7% 6,111 $595K
Legacy Financial Advisors, Inc. 0.09% Reduce -3.3% 6,105 $594K
U.S. Capital Wealth Advisors, LLC 0.02% Add +3.3% 6,094 $593K
Holderness Investments Co. 0.13% Add +0.0% 6,082 $592K
Moran Wealth Management, LLC 0.02% Reduce -9.9% 6,077 $592K
Flagship Harbor Advisors, LLC 0.03% Add +4.5% 6,053 $589K
Haverford Trust Co 0.01% Reduce -3.2% 6,002 $584K
Trust Point Inc. 0.06% Add +30.1% 5,996 $584K
Legal Advantage Investments, Inc. 0.27% No change 5,973 $581K
Keyvantage Wealth, LLC 0.26% Reduce -9.0% 5,961 $580K
Perennial Investment Advisors, LLC 0.06% Reduce -17.4% 5,931 $577K
Everett Harris & Co. 0.01% Reduce -0.2% 5,899 $574K
Meridian Investment Counsel Inc. 0.15% Reduce -7.4% 5,850 $569K
OneAscent Financial Services LLC 0.04% Reduce -14.7% 5,857 $569K
Watershed Private Wealth LLC 0.21% Reduce -5.2% 5,840 $568K
VeraBank, N.A. 0.11% Add +9.8% 5,835 $568K
Nicolet Advisory Services, LLC 0.05% Reduce -0.9% 5,891 $568K
Quent Capital, LLC 0.05% Reduce -3.9% 5,816 $566K
Cove Private Wealth, LLC 0.20% New 5,760 $561K
Composition Wealth, LLC 0.01% Add +16.1% 5,757 $560K
BOS Asset Management, LLC 0.18% No change 5,750 $560K
Avidian Wealth Enterprises, LLC 0.02% Reduce -10.9% 5,742 $559K
DeDora Capital, Inc. 0.15% Add +2.5% 5,742 $559K
AlphaQuest LLC 0.05% Reduce -61.1% 5,731 $558K
Axq Capital, LP 0.18% New 5,676 $553K
Telos Capital Management, Inc. 0.06% Add +4.6% 5,662 $551K
Founders Capital Management, LLC 0.09% No change 5,609 $546K
Bahl & Gaynor LLC 0.00% Add +1.9% 5,602 $545K
Manchester Capital Management LLC 0.07% Reduce -5.9% 5,593 $544K
Global Trust Asset Management, LLC 0.29% Reduce -4.6% 5,565 $542K
Investment Management Corp. /Va/ 0.49% Add +1.4% 5,555 $541K
OneAscent Investment Solutions LLC 0.58% Add +64.7% 5,544 $540K
Bradley Foster & Sargent Inc. 0.01% Add +2.4% 5,540 $539K
Guardian Wealth Advisors, LLC / NC 0.04% Add +2.6% 5,524 $538K
George Kaiser Family Foundation 0.08% Add +54.2% 5,514 $537K
Prescott Group Capital Management, L.L.C. 0.06% Add +54.2% 5,514 $537K
Cidel Asset Management Inc. 0.03% Add +5.3% 5,498 $535K
Optas, LLC 0.10% Reduce -26.4% 5,478 $533K
Americana Partners, LLC 0.02% Add +9.1% 5,467 $532K
Quotient Wealth Partners, LLC 0.02% Add +2.1% 5,437 $529K
Carr Financial Group Corp 0.16% Add +0.3% 5,437 $529K
Personal Cfo Solutions, LLC 0.10% Reduce -33.3% 5,392 $525K
Ignite Planners, LLC 0.09% Add +32.8% 5,169 $520K
Menard Financial Group LLC 0.31% New 5,325 $518K
Childress Capital Advisors, LLC 0.13% Add +27.1% 5,308 $517K
Seaview Investment Managers LLC 0.11% Add +2.5% 5,301 $516K
Beacon Financial Group 0.05% Add +6.5% 5,289 $515K
Sage Mountain Advisors LLC 0.03% Reduce -42.5% 5,287 $515K
Eastern Bank 0.01% Reduce -2.4% 5,250 $511K
BankPlus Wealth Management LLC 0.34% Add +2.0% 5,248 $511K
Shufro Rose & Co. LLC 0.04% No change 7,000 $509K
Alhambra Investment Management LLC 0.25% Add +22.3% 5,213 $507K
Pacific Point Advisors, LLC 0.27% No change 5,200 $506K
Lyell Wealth Management, LP 0.04% No change 5,170 $503K
Interchange Capital Partners, LLC 0.12% Reduce -0.8% 5,169 $503K
Lighthouse Investment Partners, LLC 0.02% New 5,166 $503K
Evercore Wealth Management, LLC 0.01% No change 5,154 $502K
Chase Investment Counsel Corp. 0.16% No change 5,148 $501K
1858 Wealth Management, LLC 0.37% Add +52.4% 5,137 $500K
HBK Sorce Advisory LLC 0.01% Reduce -0.4% 5,120 $498K
Conservest Capital Advisors, Inc. 0.05% No change 5,120 $498K
Tandem Capital Management Corp. 0.25% No change 5,100 $496K
McLean Asset Management Corp 0.13% Add +1.7% 4,992 $493K
Bank Pictet & Cie (Europe) AG 0.01% Reduce -2.1% 5,067 $493K
Lodestar Private Asset Management LLC 0.06% Reduce -1.0% 5,060 $493K
Crestmont Private Wealth LLC 0.18% Add +6.3% 5,047 $491K
Sather Financial Group Inc 0.03% Add +15.4% 5,043 $491K
Costello Asset Management, INC 0.18% Add +1.6% 5,005 $487K
Clark Financial Services Group Inc. 0.30% Add +0.8% 5,003 $487K
Mine & Arao Wealth Creation & Management, LLC. 0.22% No change 5,000 $487K
Triglav Investments, D.O.O. 0.04% No change 5,000 $487K
Chilton Capital Management LLC 0.02% Reduce -11.8% 5,000 $487K
Allred Capital Management, LLC 0.18% Reduce -9.1% 4,992 $486K
Bellevue Asset Management, LLC 0.24% No change 4,990 $486K
IPG Investment Advisors LLC 0.09% New 4,980 $485K
Vestmark Advisory Solutions, Inc. 0.01% New 4,962 $483K
Maxele Advisors, LLC 0.42% Add +8.8% 4,960 $483K
Jackson Hole Capital Partners, LLC 0.09% No change 4,950 $482K
AdvisorShares Investments LLC 0.09% Reduce -16.6% 4,907 $478K
Biltmore Family Office, LLC 0.08% No change 4,890 $477K
Richard W. Paul & Associates, LLC 0.17% Add +57.2% 4,890 $476K
Brady Martz Wealth Solutions, LLC 0.09% Add +13.2% 4,887 $476K
Lewis Asset Management, LLC 0.22% New 4,856 $473K
DRW Securities, LLC 0.03% Add +23.9% 4,853 $472K
Somerset Trust Co 0.15% Add +5.6% 4,807 $468K
Townsquare Capital LLC 0.05% Reduce -94.7% 4,806 $468K
Edgestream Partners, L.P. 0.01% Add +14.9% 4,789 $466K
Oak Harvest Investment Services 0.06% Add +0.0% 4,782 $466K
Kaizen Financial Strategies 0.24% Reduce -3.8% 4,773 $465K
Ariadne Wealth Management, LP 0.22% Reduce -11.7% 4,340 $463K
Columbia Asset Management 0.09% No change 4,750 $462K
Banque Transatlantique SA 0.01% New 4,750 $462K
Horizon Family Wealth, Inc. 0.28% Add +0.4% 4,742 $462K
Salem Investment Counselors Inc. 0.01% No change 4,716 $460K
Prosperity Financial Group, Inc. 0.20% Add +0.8% 4,724 $460K
Phillips Wealth Planners LLC 0.42% Reduce -0.7% 4,597 $459K
Continuum Wealth Advisors, LLC 0.22% No change 4,700 $457K
American National Bank & Trust 0.05% Reduce -29.4% 4,645 $452K
Caldwell Trust Co 0.04% No change 4,620 $450K
Curat Global, LLC 0.43% Add +7.0% 4,601 $448K
TRUE Private Wealth Advisors 0.05% Add +0.0% 4,557 $444K
Veltria Advisors Corp. 0.30% Add +0.8% 4,543 $442K
Guerra Pan Advisors, LLC 0.29% Reduce -5.8% 4,520 $440K
Cherokee Insurance Co 0.19% No change 4,500 $438K
Clear Harbor Asset Management, LLC 0.03% New 4,494 $437K
Nelson Capital Management, LLC 0.06% No change 4,490 $437K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% New 4,475 $436K
Veracity Capital LLC 0.15% Reduce -5.5% 4,474 $436K
Portside Wealth Group, LLC 0.06% Add +13.7% 4,459 $434K
Zhang Financial LLC 0.02% Reduce -6.0% 4,455 $434K
Capital Advisors, Ltd. LLC 0.05% Add +6.7% 4,441 $432K
Tyler-Stone Wealth Management 0.07% Reduce -41.5% 4,432 $431K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +2.2% 4,428 $431K
Daymark Wealth Partners, LLC 0.02% Reduce -65.3% 4,427 $431K
Catalyst Financial Partners LLC 0.05% Reduce -8.8% 4,414 $430K
Prasad Wealth Partners, LLC 0.13% Reduce -6.5% 4,411 $429K
Bordeaux Wealth Advisors LLC 0.05% Reduce -5.9% 4,399 $428K
Falcon Wealth Planning 0.04% Reduce -21.6% 4,389 $427K
Hoxton Planning & Management, LLC 0.15% Reduce -4.9% 4,386 $427K
Hutchens & Kramer Investment Management Group, LLC 0.20% Reduce -1.9% 4,409 $427K
Insigneo Advisory Services, LLC 0.04% Reduce -29.4% 4,383 $427K
Investment Partners Asset Management, Inc. 0.30% No change 4,373 $426K
Roberts Glore & Co. Inc. 0.12% Reduce -0.1% 4,370 $425K
Full Sail Capital, LLC 0.02% Add +6.1% 4,367 $425K
James Investment Research, Inc. 0.05% Add +8.9% 4,355 $424K
Sendero Wealth Management, LLC 0.05% Add +14.3% 4,335 $422K
Braun-Bostich & Associates Inc. 0.29% Reduce -0.2% 4,331 $422K
West Wealth Group, LLC 0.10% Add +0.6% 4,385 $421K
Saxon Interests, Inc. 0.20% No change 5,771 $420K
Retirement Income Solutions, Inc. 0.08% No change 4,300 $419K
FUKOKU MUTUAL LIFE INSURANCE Co 0.03% Reduce -6.9% 4,291 $418K
GWN Securities Inc. 0.08% Add +7.2% 4,224 $414K
Calydon Capital 0.04% New 4,252 $414K
Sonora Investment Management Group, LLC 0.03% Add +1.2% 4,243 $413K
Range Financial Group LLC 0.16% Reduce -1.8% 4,242 $413K
Hollencrest Capital Management 0.02% Add +11.1% 4,232 $412K
SOA Wealth Advisors, LLC. 0.08% Reduce -8.3% 4,223 $411K
Kingswood Wealth Advisors, LLC 0.03% Reduce -5.3% 4,196 $408K
Client 1ST Advisory Group, LLC 0.15% No change 4,190 $408K
Mascoma Wealth Management LLC 0.09% No change 4,190 $408K
Fairvoy Private Wealth, LLC 0.10% Add +3.0% 4,185 $407K
Rydar Equities, Inc. 0.32% — 4,185 $407K
Lodestone Wealth Management LLC 0.20% Add +28.6% 4,182 $407K
CFS Investment Advisory Services, LLC 0.03% Add +0.3% 4,184 $407K
Tactive Advisors, LLC 0.13% — 4,180 $407K
HUB Investment Partners, LLC 0.01% New 4,162 $405K
Enterprise Financial Services Corp 0.22% Add +3.3% 4,160 $405K
Field & Main Bank 0.13% Add +60.3% 4,160 $405K
Ancora Advisors LLC 0.01% Reduce -0.3% 4,149 $404K
Victory Financial Group, LLC 0.06% Add +53.9% 4,114 $400K
Rathbones Group PLC 0.00% No change 4,110 $400K
Reyes Financial Architecture, Inc. 0.34% Add +57.9% 4,100 $399K
Syntegra Private Wealth Group, LLC 0.04% Reduce -6.0% 4,100 $399K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -28.6% 4,094 $399K
Sentry Investment Management LLC 0.22% No change 3,990 $398K
Darden Wealth Group Inc 0.24% Reduce -42.0% 4,070 $396K
Sax Wealth Advisors, LLC 0.02% Add +0.9% 4,059 $395K
Fiduciary Financial Group, LLC 0.07% Add +3.8% 4,073 $394K
JGP Wealth Management, LLC 0.05% Reduce -0.1% 4,046 $394K
Cromwell Holdings LLC 0.24% No change 4,020 $392K
Voya Financial Advisors, Inc. 0.04% Add +23.0% 4,033 $392K
Chelsea Counsel Co. 0.19% No change 4,000 $390K
Exencial Wealth Advisors, LLC 0.01% Add +0.5% 4,008 $390K
Wesbanco Bank Inc. 0.01% Add +24.0% 4,004 $390K
Core Wealth Partners LLC 0.20% No change 4,000 $389K
Horizon Bancorp Inc. 0.20% New 4,000 $389K
King Wealth Management Group 0.05% New 4,000 $389K
Ramirez Asset Management, Inc. 0.06% Reduce -3.6% 3,980 $387K
Silver Oak Securities, Incorporated 0.03% Add +0.8% 3,971 $387K
Symphony Financial, Ltd. Co. 0.05% New 4,098 $385K
Premier Path Wealth Partners, LLC 0.05% Reduce -4.5% 3,946 $384K
Waterloo Capital, L.P. 0.03% New 3,922 $382K
Geneos Wealth Management Inc. 0.01% Add +20.6% 3,921 $382K
Townsend & Associates, Inc 0.04% No change 3,919 $380K
Great Diamond Partners, LLC 0.08% Reduce -0.3% 3,900 $380K
Modern Wealth Management, LLC 0.01% New 3,891 $379K
Walker Asset Management, LLC 0.22% Add +0.4% 3,876 $377K
Corton Capital Inc. 0.44% New 3,846 $374K
Core Alternative Capital 0.10% Reduce -65.8% 3,830 $373K
Cornerstone Wealth Group, LLC 0.03% Add +10.2% 3,819 $372K
Franklin Street Advisors Inc. 0.02% Add +27.3% 3,805 $370K
Congress Asset Management Co. 0.00% Add +0.4% 3,788 $369K
Stratos Investment Management, LLC 0.02% Add +24.2% 3,786 $369K
Delta Investment Management, LLC 0.07% Add +0.1% 3,783 $368K
MUFG Securities EMEA plc 0.02% Reduce -96.9% 3,782 $368K
Kendall Capital Management 0.10% No change 3,770 $367K
Debussy Capital Management LP 0.06% Add +1.2% 3,763 $366K
Drive Wealth Management, LLC 0.08% Add +28.4% 3,749 $366K
CoreCap Advisors, LLC 0.01% Add +160.0% 3,757 $366K
Williams & Novak, LLC 0.31% No change 3,750 $365K
FSM Wealth Advisors, LLC 0.06% New 3,711 $364K
Jaffetilchin Investment Partners, LLC 0.02% New 3,732 $363K
Whelan Financial 0.13% Reduce -6.2% 3,699 $360K
WealthBridge Capital Management, LLC 0.09% New 3,691 $359K
Rothschild Investment LLC 0.02% Reduce -13.9% 3,684 $359K
RMR Wealth Builders 0.03% Reduce -4.1% 3,680 $358K
Omnitrust Wealth Management, Inc 0.42% — 824 $357K
Stock Yards Bank & Trust Co. 0.01% Add +1.1% 3,649 $355K
Financial Management Professionals, Inc. 0.04% Reduce -8.0% 3,631 $354K
Evermay Wealth Management LLC 0.04% Add +55.2% 3,632 $354K
Wexford Capital LP 0.10% Reduce -16.8% 3,603 $351K
Relyea Zuckerberg Hanson LLC 0.04% Reduce -5.3% 3,595 $350K
Sittner & Nelson, LLC 0.14% Add +5.7% 3,595 $350K
Moneco Advisors, LLC 0.03% Add +2.5% 3,576 $348K
Wealthquest Corp 0.03% Add +1.1% 3,564 $347K
Consilium Wealth Advisory, LLC 0.15% No change 3,540 $345K
Seven Mile Advisory 0.21% Reduce -13.7% 3,518 $342K
Destination Wealth Management 0.01% Add +5.8% 3,511 $342K
Stillwater Capital Advisors, LLC 0.04% Reduce -3.0% 3,500 $341K
Garrett Wealth Advisory Group, LLC 0.07% No change 3,494 $340K
Thrive Wealth Management, LLC 0.05% Add +2.5% 3,494 $340K
Sivia Capital Partners, LLC 0.12% Reduce -5.7% 3,482 $339K
GTS Securities LLC 0.02% Reduce -75.8% 3,469 $338K
Powell Investment Advisors, LLC 0.13% No change 3,460 $338K
Arete Wealth Advisors, LLC 0.02% Add +13.0% 3,458 $337K
Allianz SE 0.01% Reduce -82.8% 3,460 $337K
Equitable Trust Co. 0.02% Reduce -24.6% 3,449 $336K
CLG LLC 0.10% Add +0.0% 3,445 $335K
Portfolio Design Labs, LLC 0.07% Reduce -21.7% 3,429 $334K
Davis R M Inc. 0.01% New 3,429 $334K
CFM Wealth Partners LLC 0.05% Reduce -40.4% 3,426 $333K
West Michigan Advisors, LLC 0.09% Reduce -8.6% 3,406 $332K
Scott Marsh Financial, LLC 0.12% — 3,404 $331K
Brass Tax Wealth Management, Inc. 0.06% No change 3,400 $331K
Northstar Group, Inc. 0.05% No change 3,400 $331K
Bluespring Wealth Management, LLC 0.03% Reduce -0.3% 3,389 $331K
Hudock, Inc. 0.05% Add +12.9% 3,394 $330K
CYBER HORNET ETFs LLC 0.24% Reduce -0.1% 3,380 $329K
Affinity Wealth Management LLC 0.05% No change 3,370 $328K
Fiduciary Wealth Partners, LLC 0.31% Add +1565.5% 3,331 $324K
Natural Investments, LLC 0.08% Add +14.3% 3,329 $324K
Winch Advisory Services, LLC 0.08% Add +0.5% 3,326 $324K
MBB Public Markets I LLC 0.04% Reduce -18.8% 3,321 $323K
Blume Capital Management, Inc. 0.07% Reduce -0.3% 3,300 $321K
Sovran Advisors, LLC 0.03% New 3,210 $320K
NFSG Corp 0.05% No change 3,292 $320K
Cooper Financial Group 0.04% Reduce -27.1% 3,288 $320K
Five Oceans Advisors 0.14% Reduce -0.0% 3,284 $320K
Pines Wealth Management, LLC 0.11% New 3,230 $319K
Integrated Investment Consultants, LLC 0.06% New 3,263 $318K
Ipswich Investment Management Co., Inc. 0.08% No change 3,250 $316K
Fiduciary Alliance LLC 0.02% New 3,248 $316K
Lester Murray Antman dba SimplyRich 0.09% No change 3,240 $315K
Harbour Investments, Inc. 0.01% Add +6.3% 3,230 $314K
Aries Wealth Management 0.08% No change 3,220 $313K
Gitterman Wealth Management, LLC 0.07% New 3,219 $313K
Strategies Wealth Advisors, LLC 0.03% Reduce -2.1% 3,216 $313K
OneAscent Wealth Management LLC 0.12% New 3,212 $313K
FDx Advisors, Inc. 0.10% New 3,211 $313K
Leo Wealth, LLC 0.02% New 3,205 $312K
Simmons Bank 0.02% Reduce -14.7% 3,190 $311K
Fragasso Financial Advisors Inc 0.02% New 3,186 $310K
Atala Financial Inc 0.21% No change 3,177 $309K
Watts Gwilliam & Co., LLC 0.05% New 2,448 $309K
Apella Capital, LLC 0.01% Reduce -4.7% 3,126 $307K
Mayport, LLC 0.07% Add +0.3% 3,151 $307K
Zullo Investment Group, Inc. 0.12% Reduce -2.0% 3,144 $306K
McAdam, LLC 0.02% New 3,123 $304K
Kavar Capital Partners Group, LLC 0.04% No change 3,116 $303K
Moss Adams Wealth Advisors LLC 0.03% Reduce -42.5% 3,089 $301K
Westmount Partners, LLC 0.08% No change 3,095 $301K
Patton Fund Management, Inc. 0.07% New 3,083 $300K
Schnieders Capital Management LLC 0.05% No change 3,060 $298K
Parsons Capital Management Inc. 0.02% Reduce -14.1% 3,045 $296K
Chesley Taft & Associates LLC 0.01% No change 3,040 $296K
Triad Wealth Partners, LLC 0.06% Reduce -27.7% 3,038 $296K
Cyndeo Wealth Partners, LLC 0.02% New 3,034 $295K
Foronjy Financial LLC 0.14% — 3,034 $295K
Traynor Capital Management, Inc. 0.02% Reduce -15.1% 3,048 $295K
Pinnacle Financial Partners Inc 0.01% Add +9.6% 3,024 $294K
Murphy & Mullick Capital Management Corp 0.24% Reduce -2.7% 3,095 $294K
Dock Street Asset Management Inc. 0.03% Reduce -3.8% 3,014 $293K
Wall Street Financial Group, Inc. 0.26% New 3,013 $293K
MTM Investment Management, LLC 0.10% New 3,010 $293K
Northside Capital Management, LLC 0.02% No change 3,010 $293K
Nixon Peabody Trust Co. 0.02% Reduce -14.0% 3,008 $293K
Virtus Advisers, LLC 0.18% No change 3,000 $292K
Private Wealth Asset Management, LLC 0.04% Reduce -23.9% 2,992 $291K
Financial Engines Advisors L.L.C. 0.00% New 2,994 $291K
Essex Bank 0.07% Add +1.2% 2,985 $291K
Castle Rock Wealth Management, LLC 0.07% Reduce -18.4% 2,833 $290K
Advisor OS, LLC 0.03% Reduce -56.3% 2,973 $289K
Texas Bank & Trust Co 0.11% New 2,970 $289K
Insight Advisors, LLC/ PA 0.05% Reduce -25.1% 2,969 $289K
Impact Capital Partners LLC 0.09% New 2,967 $289K
Ewa, LLC 0.09% New 2,963 $288K
Brio Consultants, LLC 0.04% Add +4.8% 2,961 $288K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -68.4% 2,958 $288K
Douglas Lane & Associates, LLC 0.00% Add +1.0% 2,953 $287K
Canandaigua National Bank & Trust Co. 0.03% No change 2,950 $287K
Grove Bank & Trust 0.04% Reduce -12.8% 2,942 $286K
Poinciana Advisors Group, LLC 0.26% New 2,924 $285K
Wolff Wiese Magana LLC 0.18% Add +1.7% 2,919 $284K
Bill Few Associates, Inc. 0.08% Add +0.3% 2,909 $283K
Quadrant Private Wealth Management, LLC 0.06% Reduce -0.0% 2,889 $282K
IFG Advisory, LLC 0.01% Reduce -5.6% 2,893 $282K
Milestone Resources Group Ltd 0.01% No change 2,890 $281K
Councilor Wealth, LLC 0.13% No change 2,880 $280K
Smart Money Group LLC 0.09% New 2,875 $280K
Quantum Financial Advisors, LLC 0.04% Reduce -0.1% 2,863 $279K
Western Wealth Management, LLC 0.02% Reduce -2.8% 2,856 $278K
Callahan Advisors, LLC 0.02% New 2,850 $277K
Arax Advisory Partners 0.01% Add +102.1% 2,456 $277K
First Horizon Advisors, Inc. 0.01% Add +19.3% 2,833 $276K
Advus Financial Partners, LLC 0.07% Reduce -18.3% 2,823 $275K
Element Wealth, LLC 0.13% Add +0.0% 2,811 $274K
Brickley Wealth Management 0.05% Add +0.3% 2,807 $273K
Asset Dedication, LLC 0.02% No change 2,804 $273K
Smith Salley Wealth Management 0.02% Reduce -1.1% 2,781 $271K
Addison Advisors LLC 0.07% Reduce -5.0% 2,780 $271K
Dynamic Wealth Strategies, LLC 0.19% Reduce -12.5% 2,778 $270K
DHK Financial Advisors, Inc. 0.16% Reduce -2.9% 2,767 $270K
C M Bidwell & Associates Ltd. 0.14% Reduce -4.6% 2,772 $270K
Wealth Alliance Advisory Group, LLC 0.05% No change 2,754 $268K
Cypress Asset Management Inc. 0.06% New 2,750 $268K
BridgePort Financial Solutions, LLC 0.09% New 2,749 $268K
First County Bank 0.14% New 2,742 $267K
Purus Wealth Management, LLC 0.09% New 2,740 $267K
Andina Capital Management, LLC 0.19% Reduce -1.8% 2,730 $266K
New Wave Wealth Advisors LLC 0.11% New 2,720 $265K
Obsidian Personal Planning Solutions LLC 0.11% New 2,713 $264K
Austin Private Wealth, LLC 0.02% Add +5.4% 2,704 $263K
Aprio Wealth Management, LLC 0.03% New 2,695 $262K
Jacobsen Capital Management 0.10% New 2,693 $262K
Broyhill Asset Management, LLC 0.24% New 2,690 $262K
Ellevest, Inc. 0.04% Reduce -10.8% 2,663 $259K
Integras Partners LLC 0.28% New 2,660 $259K
Meadow Creek Wealth Advisors LLC 0.17% New 2,660 $259K
Stonebridge Financial Group, LLC 0.03% Reduce -1.1% 2,655 $258K
BCS Wealth Management 0.06% New 2,647 $258K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Add +8.2% 2,650 $258K
Grandfield & Dodd, LLC 0.02% New 2,650 $258K
Maven Securities LTD 0.07% New 2,643 $257K
Enterprise Bank & Trust Co 0.10% New 2,640 $257K
Stonehaven Wealth & Tax Solutions, LLC 0.25% Reduce -11.4% 2,632 $256K
BCR Wealth Strategies, LLC 0.10% New 2,640 $256K
Allstate Corp. 0.02% Reduce -94.6% 2,615 $255K
Gabelli Funds LLC 0.00% New 2,600 $253K
Lantz Financial LLC 0.06% Reduce -9.7% 2,596 $253K
Catalyst Capital Advisors LLC 0.01% Reduce -16.4% 2,587 $252K
Plancorp, LLC 0.01% New 2,569 $250K
New Republic Capital, LLC 0.09% New 2,561 $250K
Abel Hall, LLC 0.12% New 2,562 $249K
Baldwin Wealth Partners LLC 0.02% Reduce -18.5% 2,551 $248K
Country Club Bank 0.02% New 2,540 $247K
West Bancorporation Inc. 0.16% New 2,524 $246K
LVW Advisors, LLC 0.03% New 2,522 $245K
Affinity Capital Advisors, LLC 0.04% New 2,506 $244K
Wedge Capital Management L L P 0.00% New 2,503 $244K
McCarter Private Wealth Services LLC 0.14% New 2,500 $243K
OneAscent Family Office, LLC 0.23% New 2,500 $243K
Tilson Financial Group, Inc. 0.09% New 2,485 $242K
Covestor Ltd 0.14% Reduce -4.3% 2,467 $240K
Brucke Financial, Inc. 0.17% Reduce -27.8% 2,449 $238K
Morningstar Investment Management LLC 0.02% New 2,437 $237K
Anchor Investment Management, LLC 0.02% No change 2,421 $236K
Keystone Wealth Services, LLC 0.06% New 2,418 $235K
Ascentis Independent Advisors 0.04% Reduce -24.2% 2,413 $235K
CFC Planning Co LLC 0.23% Reduce -75.4% 2,412 $235K
Lazari Capital Management, Inc. 0.09% New 2,406 $234K
Brookwood Investment Group LLC 0.04% New 2,406 $234K
Mesirow Financial Investment Management, Inc. 0.00% New 2,406 $234K
Key Client Fiduciary Advisors, LLC 0.10% New 2,401 $234K
Kennicott Capital Management LLC 0.13% New 2,400 $234K
Terra Nova Asset Management LLC 0.16% Reduce -91.3% 2,377 $231K
Blueshift Asset Management, LLC 0.07% New 2,376 $231K
YANKCOM Partnership 0.11% Add +2.0% 2,376 $231K
First Interstate Bank 0.01% New 2,367 $230K
Bensler, LLC 0.03% New 2,340 $228K
Defined Financial Planning LLC 0.20% New 2,231 $225K
Canvas Wealth Advisors, LLC 0.04% New 2,281 $225K
Leigh Baldwin & Co., LLC 0.15% New 2,300 $224K
Washington Trust Advisors, Inc. 0.02% No change 2,293 $223K
Allen Capital Group, LLC 0.02% New 2,284 $222K
Walkner Condon Financial Advisors LLC 0.04% New 2,283 $222K
Berger Financial Group, Inc 0.01% New 2,276 $222K
Fielder Capital Group LLC 0.06% New 2,272 $221K
Stonegate Investment Group, LLC 0.01% New 2,272 $221K
Spectrum Strategic Capital Management, LLC 0.14% New 2,270 $221K
Confluence Wealth Services, Inc. 0.01% New 2,258 $220K
Navellier & Associates Inc. 0.03% New 2,250 $219K
LRI Investments, LLC 0.02% Add +4.1% 2,243 $218K
Wealth Advisory Solutions, LLC 0.06% New 2,237 $218K
Hoey Investments, Inc. 0.03% No change 2,230 $217K
Highland Capital Management, LLC 0.01% New 2,230 $217K
TCI Wealth Advisors, Inc. 0.01% New 2,229 $217K
Golden State Wealth Management, LLC 0.03% Reduce -1.2% 2,221 $216K
Sterling Financial Planning, Inc. 0.07% New 2,220 $216K
Center For Asset Management LLC 0.13% Reduce -3.6% 2,994 $216K
Capstone Financial Advisors, Inc. 0.01% Reduce -37.2% 2,183 $212K
Accredited Investors Inc. 0.01% New 2,180 $212K
Investor's Fiduciary Advisor Network, LLC 0.08% New 2,186 $212K
Warren Street Wealth Advisors, LLC 0.07% New 2,163 $211K
Foster Group, Inc. 0.01% New 2,158 $210K
Samalin Investment Counsel, LLC 0.08% New 2,151 $209K
Heritage Wealth Management, Inc. 0.07% New 2,150 $209K
Moody National Bank Trust Division 0.02% New 2,138 $208K
Klingman & Associates, LLC 0.01% New 2,127 $207K
Ballast Advisors LLC 0.06% New 2,121 $206K
Excalibur Management Corp. 0.08% New 2,117 $206K
Claro Advisors Inc. 0.03% Reduce -52.1% 2,113 $206K
Successful Portfolios LLC 0.13% New 2,110 $205K
Murphy Pohlad Asset Management LLC 0.09% New 2,105 $205K
Caldwell Sutter Capital, Inc. 0.09% Add +7.5% 2,103 $205K
BlackDiamond Wealth Management, LLC 0.12% Reduce -23.7% 2,106 $204K
Eisler Capital Management Ltd. 0.01% Reduce -95.5% 2,094 $204K
Aventura Private Wealth, LLC 0.09% Reduce -6.7% 2,090 $203K
TFR Capital, LLC. 0.07% New 2,088 $203K
Ridgepath Capital Management LLC 0.09% New 2,080 $202K
Guyasuta Investment Advisors Inc. 0.01% New 2,077 $202K
Voisard Asset Management Group, Inc. 0.05% New 2,071 $202K
Money Concepts Capital Corp. 0.01% New 2,066 $201K
FMB Wealth Management 0.10% New 2,060 $201K
Gables Capital Management Inc. 0.09% No change 2,040 $199K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -2.4% 2,012 $196K
Contravisory Investment Management, Inc. 0.04% No change 2,000 $195K
Traub Capital Management LLC 0.18% — 1,986 $193K
First Pacific Financial 0.03% Add +7.7% 1,766 $172K
General Partner, Inc. 0.10% No change 1,740 $169K
First Command Advisory Services, Inc. 0.00% No change 1,740 $169K
Elevation Point Wealth Partners, LLC 0.01% Reduce -96.3% 1,722 $168K
Coston, McIsaac & Partners 0.04% Add +0.1% 1,680 $163K
ORG Partners LLC 0.04% Add +7.3% 1,676 $162K
Hemington Wealth Management 0.02% Reduce -4.5% 1,659 $161K
Jupiter Wealth Management LLC 0.08% No change 1,500 $160K
Bay Harbor Wealth Management, LLC 0.05% Add +46.1% 1,632 $159K
GW&K Investment Management, LLC 0.00% Add +5.7% 1,621 $158K
State of Wyoming 0.02% Reduce -68.0% 1,605 $156K
Park Square Financial Group, LLC 0.11% Add +33.0% 1,582 $154K
Bogart Wealth, LLC 0.01% Add +0.6% 1,562 $152K
Cape Investment Advisory, Inc. 0.06% Reduce -16.0% 1,560 $152K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,521 $148K
Colonial Trust Co / SC 0.02% Reduce -4.8% 1,512 $147K
Blue Bell Private Wealth Management, LLC 0.02% No change 1,510 $147K
Creative Financial Designs Inc. 0.01% Reduce -1.3% 1,489 $145K
1620 Investment Advisors, Inc. 0.10% Add +13327.3% 1,477 $144K
Hennessy Advisors Inc. 0.00% New 1,469 $143K
Whipplewood Advisors, LLC 0.08% Add +38.2% 1,458 $142K
MCF Advisors LLC 0.01% Add +624.5% 1,449 $141K
SouthState Bank Corp 0.01% Reduce -12.0% 1,423 $139K
Arlington Trust Co LLC 0.03% Reduce -42.7% 1,370 $133K
City State Bank 0.04% No change 1,340 $130K
Atticus Wealth Management, LLC 0.03% Add +4.3% 1,215 $118K
Ofi Invest Asset Management 0.00% Add +45.2% 1,419 $118K
Cary Street Partners Investment Advisory LLC 0.06% Reduce -16.0% 1,195 $116K
CBIZ Investment Advisory Services, LLC 0.01% Add +5.5% 1,171 $114K
Hazlett, Burt & Watson, Inc. 0.05% Add +124.6% 1,168 $114K
Evelyn Partners Investment Management LLP 0.00% No change 1,160 $113K
Atlantic Union Bankshares Corp 0.00% New 1,153 $112K
Colonial Trust Advisors 0.01% No change 1,150 $112K
Gen-Wealth Partners Inc 0.04% No change 1,100 $107K
Archer Investment Corp 0.03% Add +0.1% 1,094 $106K
FNY Investment Advisers, LLC 0.05% New 1,069 $104K
Logan Capital Management Inc. 0.00% No change 1,021 $99K
Centerpoint Advisors, LLC 0.03% Add +0.7% 1,007 $98K
Sierra Ocean, LLC 0.07% Add +7.2% 1,002 $98K
Toth Financial Advisory Corp. 0.01% No change 1,000 $97K
Beacon Capital Management, LLC 0.01% Add +2.1% 993 $97K
Armstrong Advisory Group, Inc. 0.01% Reduce -54.5% 960 $93K
Union Savings Bank 0.04% Reduce -21.2% 985 $93K
Kozak & Associates, Inc. 0.02% Add +0.2% 926 $92K
JFS Wealth Advisors, LLC 0.01% Reduce -6.7% 942 $92K
NewSquare Capital LLC 0.01% Reduce -60.8% 930 $91K
Western Pacific Wealth Management, LP 0.08% Reduce -43.8% 891 $87K
Abound Wealth Management 0.02% Add +3.4% 871 $85K
Rosenberg Matthew Hamilton 0.02% Add +16.0% 869 $85K
DT Investment Partners, LLC 0.01% No change 860 $84K
Hager Investment Management Services, LLC 0.05% Reduce -8.6% 850 $83K
Holos Integrated Wealth LLC 0.05% No change 810 $82K
North Capital, Inc. 0.07% No change 840 $82K
S.A. Mason LLC 0.04% No change 830 $81K
Alerus Financial NA 0.01% New 830 $81K
Riverview Trust Co 0.10% Reduce -26.6% 800 $78K
Osterweis Capital Management Inc. 0.00% Add +5206.7% 796 $77K
Rise Advisors, LLC 0.03% Reduce -0.6% 795 $77K
Delta Asset Management LLC 0.01% No change 770 $75K
AllSquare Wealth Management LLC 0.04% No change 764 $74K
Essential Partners LLC 0.03% — 760 $74K
Bangor Savings Bank 0.01% Reduce -11.1% 753 $73K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -6.3% 750 $73K
Perkins Coie Trust Co 0.01% Reduce -5.4% 750 $73K
McIlrath & Eck, LLC 0.01% No change 712 $69K
Longview Financial Advisors LLC 0.04% No change 700 $68K
Promus Capital, LLC 0.04% Add +52.0% 699 $68K
Twin Peaks Wealth Advisors, LLC 0.02% New 644 $68K
Meeder Asset Management Inc. 0.00% Reduce -12.1% 696 $68K
First United Bank & Trust 0.02% No change 680 $66K
Investment Research & Advisory Group, Inc. 0.02% No change 675 $66K
Highline Wealth Partners LLC 0.02% Reduce -1.8% 672 $65K
Barrett & Company, Inc. 0.02% Add +0.5% 671 $65K
Financial Freedom, LLC 0.03% Add +0.3% 637 $62K
E Fund Management (Hong Kong) Co., Ltd. 0.06% No change 621 $60K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 620 $60K
Evolution Wealth Management Inc. 0.07% — 617 $60K
Quest 10 Wealth Builders, Inc. 0.06% Add +8.6% 606 $59K
Citizens National Bank Trust Department 0.01% No change 603 $59K
Solstein Capital, LLC 0.03% Add +742.9% 590 $57K
Fortitude Family Office, LLC 0.02% Reduce -2.8% 581 $57K
Opal Wealth Advisors, LLC 0.02% Reduce -6.2% 576 $56K
SJS Investment Consulting Inc. 0.01% Reduce -6.6% 562 $55K
Millstone Evans Group, LLC 0.04% No change 560 $55K
Cranbrook Wealth Management, LLC 0.01% No change 550 $54K
Activest Wealth Management 0.01% Reduce -40.9% 542 $53K
Pension & Wealth Management Advisors, Inc. 0.02% Add +29.5% 527 $51K
Roxbury Financial LLC 0.05% Reduce -0.2% 519 $51K
Putney Financial Group LLC 0.05% No change 500 $49K
Pflug Koory, LLC 0.02% New 500 $49K
1 North Wealth Services LLC 0.02% No change 500 $49K
Orion Capital Management LLC 0.02% Reduce -44.4% 500 $49K
Tradewinds Capital Management, LLC 0.01% No change 500 $49K
City Holding Co. 0.01% Add +81.8% 500 $49K
Rossby Financial, LCC 0.02% Reduce -3.1% 498 $48K
Bell Investment Advisors, Inc 0.01% Add +19.9% 489 $48K
Cedar Wealth Management, LLC 0.02% No change 470 $46K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -13.2% 460 $45K
Stephens Consulting, LLC 0.01% Add +7.4% 462 $45K
Key Financial Inc 0.01% New 460 $45K
Cornerstone Planning Group LLC 0.01% Reduce -11.7% 461 $45K
Beaird Harris Wealth Management, LLC 0.00% Add +12.9% 438 $43K
Valued Wealth Advisors LLC 0.02% Reduce -52.6% 434 $42K
True Wealth Design, LLC 0.01% Add +61.1% 427 $42K
Retirement Wealth Solutions LLC 0.03% Reduce -32.2% 424 $41K
Bruce G. Allen Investments, LLC 0.03% Add +207.3% 421 $41K
Loomis Sayles & Co. L P 0.00% Reduce -35.2% 413 $40K
Avalon Trust Co 0.00% No change 410 $40K
BOK Financial Private Wealth, Inc. 0.00% No change 400 $39K
Strengthening Families & Communities, LLC 0.02% Add +458.3% 536 $39K
Finley Financial, LLC 0.02% No change 400 $39K
Fourth Dimension Wealth, LLC 0.02% Reduce -55.6% 400 $39K
Clearstead Trust, LLC 0.01% Reduce -10.7% 400 $39K
Country Trust Bank 0.00% No change 400 $39K
Hilltop National Bank 0.01% — 395 $38K
Barnes Dennig Private Wealth Management LLC 0.05% New 391 $38K
2UniFi Bank 0.02% Add +111.1% 380 $37K
Midwest Capital Advisors, LLC 0.02% No change 380 $37K
MPWM Advisory Solutions, LLC 0.02% No change 370 $36K
Atwood & Palmer Inc. 0.00% No change 370 $36K
Smallwood Wealth Investment Management, LLC 0.02% No change 360 $35K
Sachetta, LLC 0.01% Reduce -2.0% 347 $34K
Financial Perspectives, Inc 0.01% No change 343 $33K
Rakuten Securities, Inc. 0.01% Reduce -31.9% 339 $33K
VSM Wealth Advisory, LLC 0.01% No change 330 $32K
REAP Financial Group, LLC 0.01% New 315 $31K
Delos Wealth Advisors, LLC 0.02% New 305 $30K
Strategic Wealth Investment Group, LLC 0.04% New 300 $29K
JNBA Financial Advisors 0.00% No change 300 $29K
WPG Advisers, LLC 0.02% Add +170.6% 295 $29K
Rational Advisors, Inc. 0.00% New 288 $28K
TFC Financial Management, Inc. 0.00% Reduce -2.1% 280 $27K
Howard Hughes Medical Institute 0.01% New 277 $27K
Silicon Valley Capital Partners 0.00% Reduce -66.2% 275 $27K
Evelyn Partners Asset Management Ltd 0.01% No change 270 $26K
IMG Wealth Management, Inc. 0.02% New 264 $26K
Prestige Wealth Management Group LLC 0.01% No change 250 $24K
Compound Global Advisors, LLC 2.22% Reduce -93.3% 250 $24K
MJT & Associates Financial Advisory Group, Inc. 0.03% No change 250 $24K
West Financial Advisors, LLC 0.00% No change 250 $24K
N.E.W. Advisory Services LLC 0.00% No change 250 $24K
North Star Investment Management Corp. 0.00% No change 250 $24K
Aspect Partners, LLC 0.01% No change 239 $23K
LGT Financial Advisors LLC 0.06% New 231 $22K
Westend Capital Management, LLC 0.01% Add +91.7% 230 $22K
Mowery & Schoenfeld Wealth Management, LLC 0.03% Reduce -24.1% 220 $21K
Raffa Wealth Management, LLC 0.00% Add +27.7% 212 $21K
Birchbrook, Inc. 0.01% No change 210 $20K
Kilter Group LLC 0.01% New 208 $20K
Quarry LP 0.00% Reduce -84.4% 208 $20K
Legacies Wealth LLC 0.01% No change 200 $19K
Towne Trust Company, N.A 0.01% No change 200 $19K
Ulland Investment Advisors, LLC 0.02% No change 200 $19K
Piscataqua Savings Bank 0.02% Add +111.1% 190 $18K
Private Wealth Management Group, LLC 0.01% Reduce -28.8% 188 $18K
Crewe Advisors LLC 0.00% Add +165.7% 186 $18K
High Note Wealth, LLC 0.00% Reduce -9.0% 182 $18K
Northwest Capital Management Inc 0.01% No change 181 $18K
St Germain D J Co. Inc. 0.00% Reduce -10.4% 180 $18K
Redmont Wealth Advisors LLC 0.02% New 170 $17K
WealthCollab, LLC 0.01% Reduce -18.7% 170 $17K
Global Wealth Strategies & Associates 0.00% Reduce -26.1% 170 $17K
Medallion Wealth Advisors, LLC 0.01% Add +26.9% 165 $16K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -43.4% 163 $16K
Maseco LLP 0.00% — 160 $16K
Missouri Trust & Investment Co 0.01% No change 160 $16K
Motco 0.00% No change 160 $15K
Altshuler Shaham Ltd 0.00% Add +29.4% 154 $15K
Total Investment Management Inc. 0.00% New 151 $15K
WealthTrak Capital Management LLC 0.01% Add +15.4% 150 $15K
NBT Bank, N.A. 0.00% No change 150 $15K
S&T Bank 0.00% Reduce -5.5% 138 $13K
Davidson Capital Management Inc. 0.00% Reduce -0.8% 132 $13K
TCTC Holdings, LLC 0.00% No change 127 $12K
Avion Wealth 0.00% Add +53.0% 127 $12K
Lowe Wealth Advisors, LLC 0.00% No change 122 $12K
Comprehensive Financial Planning, Inc. 0.01% No change 120 $12K
Binnacle Investments Inc 0.01% Reduce -57.1% 120 $12K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -2.5% 116 $11K
Dogwood Wealth Management LLC 0.01% Add +38.3% 112 $11K
United Community Bank 0.00% No change 110 $11K
Dunhill Financial, LLC 0.00% Reduce -70.6% 109 $11K
Clark Wealth Partners 0.01% Reduce -25.5% 108 $11K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 108 $11K
Ameriflex Group, Inc. 0.01% Reduce -94.2% 104 $10K
CGC Financial Services, LLC 0.00% No change 102 $10K
Hartford Financial Management Inc. 0.00% No change 101 $10K
Rexford Capital Inc. 0.01% — 100 $10K
Nova Wealth Management, Inc. 0.01% New 100 $10K
Eukles Asset Management 0.00% New 100 $10K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 100 $10K
Access Investment Management LLC 0.00% — 99 $10K
Hughes Financial Services, LLC 0.00% Add +196.9% 95 $9K
Richardson Capital Management LLC 0.00% Add +1.1% 91 $9K
Wealth Preservation Advisors, LLC 0.01% Reduce -6.3% 90 $9K
Olistico Wealth, LLC 0.00% No change 90 $9K
Red Tortoise LLC 0.00% No change 90 $9K
Security National Bank 0.00% New 90 $9K
Optiver Holding B.V. 0.00% Reduce -65.3% 90 $9K
Tortoise Investment Management, LLC 0.00% Add +193.3% 88 $9K
Arcadia Investment Management Corp. 0.00% No change 80 $8K
GFG Capital, LLC 0.00% New 75 $7K
Legend Financial Advisors, Inc. 0.00% New 70 $7K
Fairway Wealth LLC 0.00% Reduce -82.9% 70 $7K
MorganRosel Wealth Management, LLC 0.00% No change 70 $7K
Bellwether Advisors, LLC 0.00% No change 70 $7K
Principia Wealth Advisory, LLC 0.01% Add +18.5% 64 $6K
Front Row Advisors LLC 0.00% No change 60 $6K
Frazier Financial Advisors, LLC 0.00% No change 60 $6K
Pacific Center for Financial Services 0.00% No change 60 $6K
Kennebec Savings Bank 0.01% No change 60 $6K
Clean Yield Group 0.00% No change 60 $6K
Heritage Wealth Advisors 0.00% No change 60 $6K
Physician Wealth Advisors, Inc. 0.00% Add +96.4% 55 $5K
Rialto Wealth Management, LLC 0.00% Add +537.5% 51 $5K
Hoese & Co LLP 0.00% No change 50 $5K
Cooksen Wealth, LLC 0.00% Add +900.0% 50 $5K
Centricity Wealth Management, LLC 0.00% No change 50 $5K
Coastline Trust Co 0.00% No change 50 $5K
Tidemark, LLC 0.00% New 49 $5K
Morton Brown Family Wealth, LLC 0.00% No change 47 $5K
Bare Financial Services, Inc 0.00% Add +180.0% 42 $4K
Indiana Trust & Investment Management Co 0.00% No change 41 $4K
Crowley Wealth Management, Inc. 0.00% No change 40 $4K
Dagco, Inc. 0.00% No change 40 $4K
Iron Horse Wealth Management, LLC 0.00% New 40 $4K
Pineridge Advisors LLC 0.00% Add +160.0% 39 $4K
American Capital Advisory, LLC 0.00% New 36 $4K
Parkworth Wealth Management, Inc. 0.00% Add +60.0% 32 $3K
Capital Analysts, LLC 0.00% No change 33 $3K
Evergreen Private Wealth LLC 0.00% New 30 $3K
Fairscale Capital, LLC 0.00% New 28 $3K
TD Capital Management LLC 0.00% No change 25 $2K
Park Place Capital Corp 0.00% No change 25 $2K
Riggs Asset Managment Co. Inc. 0.00% Reduce -40.0% 24 $2K
PayPay Securities Corp 0.11% Reduce -31.4% 24 $2K
HFM Investment Advisors, LLC 0.00% Add +100.0% 22 $2K
WestEnd Advisors, LLC 0.00% Reduce -5.0% 19 $2K
Quaker Wealth Management, LLC 0.00% — 17 $2K
Clear Investment Research, LLC 0.00% No change 12 $1K
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $974
West Branch Capital LLC 0.00% No change 10 $974
LFA - Lugano Financial Advisors SA 0.00% New 10 $973
DecisionPoint Financial, LLC 0.00% New 10 $969
GHP Investment Advisors, Inc. 0.00% No change 5 $511
Ascentis Wealth Management, LLC 0.00% New 4 $387
IMA Advisory Services, Inc. 0.00% New 2 $195
TrinityBridge Ltd 0.00% New 1,370 $0

"% of holder's portfolio" is LRCX's weight in each manager's 13F, not the share of Lam Research Corp. the manager owns.